Planning with a Purpose
Moldenhauer & Associates, located in Orchard Park, NY, has been helping clients since 1974 to better understand, plan, and manage their financial futures. Business and individual clients turn to us for help with:
· Financial planning
· Estate planning
Moldenhauer & Associates is an independent firm, offering objective solutions to help our clients identify, fix, or avoid unnecessary financial pitfalls. More than that, our clients turn to us for advice; advice they can trust – advice they know is based on experience – advice that comes from over 40 years of seeing how well things can turn out…or not.
We live in a world where financial decisions and their consequences are getting more and more complex, creating a lot of risk for people that they don’t really understand. We actively work with our clients to simplify complex finance and insurance concepts, and clarify issues and scenarios that are confusing.
Everything we do is deliberate – financial plans include both long and short term components, and every investment and insurance recommendation has a specific purpose to help a client achieve their financial objectives.
Every client at Moldenhauer & Associates benefits from what we call continuity of service. Dedicated teams provide clients with an extraordinary quality of service and support. By working together over time, clients benefit from our familiarity with their lives and their issues, allowing us to tailor our advice based on their real-world hopes, desires, dreams.
Join us for one of our informational, introductory seminars. You learn more about our firm and how we operate. Give us a call, we’d like to meet you.