Financial Planning

Simple, Yet Sophisticated

There is more to retirement planning than investing, and there is more to a retirement plan than the number of pages in a binder.  Every client and family is unique, and so is every financial plan we create.

At Moldenhauer & Associates, located in Orchard Park, NY (near Buffalo), along with a branch office in Charleston, SC, we develop simple, yet sophisticated financial plans that help solve a client’s high-priority issues first, while laying a foundation to meet their longer-term business, retirement and lifestyle objectives. 

The planning process will often include a client’s attorney and accountant, and the financial plan can include:

  •  Comprehensive financial projections
  • Asset allocation strategies built around your risk tolerance
  • Investment recommendations based on your individual goals
  • Succession planning and exit strategies for your business or private investments
  • Retirement planning focused on your quality of life
  • Estate plans
  • Insurance solutions to protect against risk
  • Tax management strategies

We meet with clients on a regular basis to find out what’s going on in their lives, see if the results established in the financial plan are being achieved, and recommend adjustments if needed.  We understand that clients can’t make good decisions for themselves if they don’t understand the financial information that has been put in front of them.  Our job is to share our expertise and experience, and make sure clients understand what their options are.

 

 

Contact Us

Phone: 716-662-4361
Toll Free: 800-724-8415
Fax: 716-662-5509
Email: info@moldenhauerassociates.com

6195 West Quaker Street
Orchard Park, NY 14127

Charleston Office:
1399 Madison Court
Mount Pleasant, SC 29466
Phone: 843-972-2551
Toll Free: 800-724-8415
Fax: 716-662-5509

Map & Directions

Disclaimer

Securities and advisor services offered through Commonwealth Financial Network, Member FINRA / SIPC, a Registered Investment Adviser.

This communication is strictly intended for individuals residing in the states of AZ, DE, NY, CA, CO, DC, FL, GA, MD, MA, MI, MN, MO, NC, OH, SC, TX, TN, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.