Our Retirement Planning Services in Syracuse and Central New York

Retirement Planning Paperwork

 

At HighPoint Advisors, LLC, it’s our goal to help every client live in the present without the worry of financial planning for retirement. Conveniently located in East Syracuse, New York, our experienced team serves the Syracuse area and Central New York with a wide range of retirement investing and planning services, including 403B plans for eligible employees of tax-exempt organizations and public schools. Learn more about retirement planning with HighPoint Advisors, LLC.

Retirement Plan Options

How much should you save, and how should your retirement funds be invested? These are some of the top questions our advisors answer every day. An ideal retirement plan varies from person to person, and whether you’re just getting started or trying to make up for lost time, HighPoint Advisors, LLC is here to help you find a strategy for your goals. We assist in managing retirement contributions, allocating invested funds, and distributing those funds upon your retirement, ensuring we manage each client’s goals in a tax-efficient manner.

With years of experience in retirement planning and other financial services, we can guide you through employer-sponsored retirement plans offered by current and previous employers, as well as the following options and more:

  • 401(k) plans
  • 403(b) plans
  • Individual retirement accounts (IRAs)
  • Payroll deduction IRAs
  • Profit-sharing plans
  • Roth IRAs
  • Salary Reduction Simplified Employee Pension (SARSEP) plans
  • Savings Incentive Match Plans for Employees (SIMPLE) IRA plans
  • Simplified Employee Pension (SEP) plans

How much money you’ll need in retirement depends on the quality of life you hope to maintain, with each investment strategy having strengths and weaknesses. For instance, some plans center around slow, sustained growth with little risk, while others can bring larger profits at a higher risk. When forming your personalized retirement plan, we consider the following factors to ensure you’re on the best path forward:

  • Current earnings
  • Savings
  • Assets in real estate, stocks, and commodities
  • Current living situation
  • Desired year of retirement
  • And more…

Why Choose HighPoint Advisors, LLC?

Trusted by individuals and families across Central New York, including Syracuse, HighPoint Advisors, LLC is known for our personalized retirement planning assistance that provides financial confidence as our clients age. Through years of experience, our hands-on approach, and collaboration within our team, we ensure proper budgeting to provide a structured plan that invests your excess financial resources for the future.

What’s more, working with our smaller firm provides a host of benefits not always possible with larger corporations. For one, we’re able to dedicate all the time necessary to provide one-on-one feedback and support, and we value building strong, long-term relationships with each client. Further, if you have preferences for companies you’re loyal to or want to avoid, we are happy to incorporate your wishes into your financial planning strategy, whether you’re preparing for retirement or managing your wealth.

Request More Information from Our Team Today

Syracuse is our home, and we’re happy to provide the assistance Central New York families need to continue enjoying what they love through retirement. At HighPoint Advisors, LLC, our team is standing by to help all clients find the best investments for retirement and form a plan that suits their goals and preferences. To learn more, connect with our team by requesting a consultation in East Syracuse today.

Please note: Securities are offered through LPL Financial, Member FINRA/SPIC. Investment advice is offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and HighPoint Advisors, LLC are separate entities from LPL Financial.

Back to Services