Investing in retirement is all about making your money last. At Level, we employ a rational, evidence-based investment strategy—one centered on globally diversified portfolios comprising low-cost, tax-efficient mutual funds—to grow your savings and protect you from the effects of inflation.
Stretching your retirement nest egg to its fullest potential requires careful tax optimization. We look forward to map out all your sources of taxable income, which allows us to strategize and manage your retirement income efficiently. This results in significant tax savings, meaning your money will last longer.
Level’s CERTIFIED FINANCIAL PLANNER™ professionals are fiduciaries in the truest sense. Unlike financial advisors who are compensated for the products they sell, we don’t work on commission, so you can be confident our advice is in service of your goals—not our own bottom line.
You worked hard to accumulate what you have, and you hope to leave something behind when you’re gone. Whether it’s to your family, favorite charity, or both, Level can help you pass your assets on as efficiently as possible, minimizing taxes and headaches for those who will handle your estate.
You did everything you were supposed to with regard to saving for retirement but need help creating a big picture plan to make your money last.
You’ve been highly successful and have complex assets to account for. You need an efficient, tax-optimized strategy for seeing your wealth through retirement and across generations.
Since 1979, Level has helped countless individuals and families in the greater Buffalo area retire with dignity, achieve their financial goals, manage their wealth, minimize taxes and leave a legacy.
As part of our continuing series on living better in retirement, we diver deeper into the phenomenon known as The Blue Zones, talking about the activities, diets, and habits of the people that live in these areas of the world....
Level’s Chief Investment Officer and Partner, Steven Elwell, CFP® discusses the market downturn, inflation, recession fears and interest rates in this 18-minute video....
