Our Team works to bring you information on issues that matter to you.



Megan A. Rinaudo, CFP®
Financial Advisor

Life happens…that’s what we’re told time and time again throughout life; it happens and it happens to everyone. We’re here to help you prepare for and cope with some of life’s events. Buying a home and starting a family are exciting life events, but can also be stressful! Some ways to keep these events enjoyable is to plan ahead with savings and protect what you’ve built through insurance. But as we all know, life isn’t just full of positive changes. It’s important to prepare for the more emotionally challenging events such as caring for aging parents or moving on after the loss of a spouse. These experiences are exacerbated by the tragedy and uncertainty around them, which is all the more reason to plan ahead to alleviate additional stress. No matter what life throws at you, we’re here to help and happy to do so. Start by contacting us!  


ARTICLES OF INTEREST

From the moment you decide to sell to the day you hand over the keys, selling a home is often
unpredictable and time consuming. By being as prepared as possible, you can keep the process moving
and achieve the optimal price in the current market.

It’s a few months before you turn 65. You check the mail and find the box overflowing with materials from
companies discussing Medicare enrollment, The amount of information is overwhelming—how will you possibly sort through it all and figure out
what you need to do?

You will be enrolled in one of eight priority groups when you apply for medical benefits. Your assignment to a priority group will be based on several factors, including your service-connected disability fating, status as a combat veteran, and income.



1478 Marsh Road · Pittsford · NY · 14534
Phone: 585·512·8453

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