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Business Planning

You know what it takes to build a successful business. It takes vision, preparedness, skills and desire – not to mention a focused dedication to achieving your goals. If you are like most business owners, you’ve worked hard and made many sacrifices to grow your business. That’s why you should put just as much energy into protecting it as you did building it. You know what it takes to build a successful business. It takes vision, preparedness, skills and desire – not to mention a focused dedication to achieving your goals. If you are like most business owners, you’ve worked hard and made many sacrifices to grow your business. That’s why you should put just as much energy into protecting it as you did building it.

We offer expertise in the following areas:

Business Succession

Making sure your business is in good hands when you're gone.

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Attracting and Retaining Key Employees

Talented and committed employees are vital to the success of a business.

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Group Benefits Plans

It's important to offer competitive benefits for your employees.

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Business Protection Planning

Safeguard your business with income protection and legacy planning.

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Retirement Plans

Help your employees plan for retirement.

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Buy Sell Planning

Have a strategy in place for transferring your business to a new owner, if the need arises.

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Ask yourself these important questions:

  • Do I have a plan for my business when I retire?
  • Is my business capable of continuing its success in the event of my or my partner’s untimely death or disability?
  • Is my family adequately protected if something were to happen to me?
  • Have I done everything I can to attract, retain and reward the key employees that are critical to my business?

If you answered “no” to any of these questions, you may want to consider implementing a formal business planning strategy. Proper planning can help you protect your business, attract and retain key employees, and help ensure that your business transfers in the manner in which you choose.

No business plan is complete without a financial strategy for the unexpected. Start by exploring all your protection options. Then develop a long-term strategy that can help protect the continuity of your business should you, a partner, or key employee decide to retire, leave the business, or unexpectedly dies or becomes disabled.

Most business owners spend the majority of their time working in their business instead of on their business. We can help ensure that the business protection needs that are critical to the long-term success of your business are taken care of.

Meet our Business Planning team

David Levine

David Levine

Firm Disability Income Director

(585) 241-5287

Alexio Medina

Alexio Medina

Financial Services Representative

(716) 650-6685

Andrea DePasquale

Andrea DePasquale

Financial Services Representative

716.929.3367

Andrew Roy

Andrew Roy

Investment Advisor Representative

(315) 463-8587 x1357

Brook Mellon

Brook Mellon

Financial Services Representative

(716) 626-0048

Craig Mellenthine

Craig Mellenthine

Investment Advisor Representative

(716) 694-1859

Daniel Oglebay

Daniel Oglebay

Financial Services Representative

(315) 350-2139

David Pettinelli

David Pettinelli

Financial Services Representative

(585) 214-4662

Flinn Hackett

Flinn Hackett

Financial Services Representative

(585) 242-5912

George Rak

George Rak

Financial Services Representative

(716) 650-6452

George Sipe

Financial Services Representative

(315) 507-0591

Glenn Toczek

Glenn Toczek

Financial Services Representative

(716) 650-6658

Hal Ware

Hal Ware

Financial Services Representative

(716) 650-6496

Heather Wilbur

Financial Services Representative

(607) 846-2136

Henry Melson

Henry Melson

Financial Services Representative

(716) 650-2330

Jacob Ernst

Jacob Ernst

Financial Services Representative

(716) 650-6493

Jada Eckert

Jada Eckert

Financial Services Representative

716.634.1515 x3021

Jay Sullivan

Jay Sullivan, CFP®, CLTC

Certified Financial Planner professional

(315) 350-2154

Jesse Montanye

Jesse Montanye

Financial Services Representative

(585) 241-5245

John  Balk

John Balk

Financial Services Representative

(716) 929-3365

Micah Moore

Financial Services Representative

(585) 704-5601

Myra Schroeder

Financial Services Representative

(585) 749-1656

Rachel Blair

Rachel Blair

Financial Services Representative

(585) 329-9897

Rick Pepperday

Rick Pepperday

Investment Advisor Representative

(716) 689-5838

Rick Ungaro

Financial Services Representative

(716) 650-6432

Robert Hosler

Robert Hosler

Financial Services Representative

(315) 350-2136

Scott Marcin

Scott Marcin, JD

Investment Advisor Representative

(716) 650-6455

Shawn Sipe

Financial Services Representative

(315) 853-2313

Tiere' Simpson

Financial Services Representative

(716) 650-2235

Tyler Guarasci

Tyler Guarasci

Financial Services Representative

(716) 691-7500