Steven-Elwell

There are many questions to answer as you think about retirement. Here are a few of the most common questions I can help you answer:

- Can I afford to retire and what type of income can I expect in retirement?

- When should I take Social Security?

- What should I do with my 401k and how should I invest it when I am retired?

- How can I minimize my taxes in retirement?


I don't sell any products or earn any commissions, I work strictly on a fee-only basis, which allows me to be objective when giving my clients advice. I also operate under the fiduciary standard, meaning I am required by law to act in my clients best interest.

I have been interviewed live on WIVB Channel 4 News & WBEN radio. I also have been quoted in Investment News, Financial Advisor Magazine, Dow Jones Newswire, ThinkAdvisor.com, The Huffington Post, Newsmax and Buffalo Business First.