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Paul Coleman III, CFP® Named President of FPA of WNY

PRESS RELEASE Amherst, NY: Level Financial Advisors announced that one of its advisors, Paul Coleman III, CFP®, was recently named President of the Financial Planning Association of Western New York.  Coleman has served on the board of the FPA since 2016 and was most recently the organization’s Treasurer. Mr. Coleman is a CERTIFIED FINANCIAL PLANNER™ professional with Level, having joined the firm in 2014. He is a graduate of SUNY Alfred with a Bachelors of Business Administration in Financial Planning. In his new role with the FPA, Mr. Coleman will oversee the association’s activities and finances, and work with the organization’s 117 members. The group meets on a monthly basis and also sponsors various networking and educational events throughout the year.  He will continue to service his clients at Level Financial. The FPA of WNY provides its membership with opportunities for networking, continuing education, and media exposure; it’s mission is to elevate the profession...

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Celebrating 40 Years

Today our team gathered at the place where it all started, forty years ago this week! On December 28th, 1979 our initial Certificate of Incorporation was filed with the New York Department of State by our founder, Alan Vogt.  In 1984, our company name was officially changed to Paramount Planning, named after the street Mr. Vogt and his wife Phyllis lived on in Tonawanda.  Forty years later, after two more name changes, that small one-person company has grown to fourteen employees managing more than $427 million in assets for over 620 families, individuals and organizations.  The founding principles of integrity, honesty, diversified investing, and long-term financial strategies instilled by our founder has followed the company throughout, making Level Financial one of the largest locally-owned independent registered investment advisory firms in Western New York. We thank all of our dedicated employees, our loyal clients, and -- most of all -- Mr. Alan Vogt,...

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Tax Optimized Retirement Income Strategy: A Three Level Approach

Often, the average investor approaching retirement assumes they will convert their nest egg to a more conservative portfolio and then “live off the interest.”  It’s an attractive concept because it’s simple and it makes us feel safer.  But is it really so?  Simpler, yes; but not necessarily safer.  If you broaden your lens and consider that the greater risk in retirement is the effect of thirty-plus years of inflation, the answer is clearly no. To create cash flow from just interest, an investor would probably have a portfolio filled with fixed income investments (CDs, bonds, REITs and high dividend stocks).  Over thirty years, this portfolio would be more vulnerable to the loss of purchasing power (inflation) when compared to a more broadly diversified allocation that is managed for total return.  Even modest inflation rates can decimate a portfolio’s purchasing power over this length of time. And, retirees are exposed disproportionately to...

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Level’s Michael Angelucci Recognized with Service Award

PRESS RELEASE Michael Angelucci, MBA, CFP® was recently recognized by the Financial Planning Association of WNY for his outstanding service to the community.  The FPA of WNY Service Award was created to recognize members who have demonstrated a commitment to volunteerism by donating their time, expertise, and energy to the association and to organizations outside the FPA.  Recipients are nominated by the group's membership once per year and chosen by the organization's nomination committee. Michael is a member of the Eastern Hills Sunrise Rotary Club, on the Board of Directors of Buffalo Hearing and Speech Center, President of the Board of the Just Buffalo Literary Society, and President of the Board of the Glenwood Cemetery Foundation.  He joined Level Financial Advisors in January after the firm completed it's acquisition of Angelucci Wealth Management....

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Level Financial Advisors Adds Two Employees to Growing Team

Level Financial Advisors in Amherst / Hamburg has hired two new employees

PRESS RELEASE Amherst, NY: Level Financial Advisors has hired Robert Decker as a Financial Planning Associate and Ann Marie Salerno as a Client Services Specialist at the fee-only investment management and financial planning firm. Mr. Decker graduated from the University at Buffalo in 2017 achieving a Bachelor of Science in Business Administration with a concentration in finance.  Prior to joining the firm, Decker worked as a Credit Portfolio Analyst with Citi Bank in Buffalo. He also held positions with HSBC and interned with Northwestern Mutual. Mr. Decker will assist in client meetings, preparing financial plans and researching strategies to help clients save money, reduce taxes, and improve their financial lives. He will also contribute to the firm’s financial planning and investment committees and work on special projects while working towards his CFP® certification. Mr. Decker is a member of the Financial Planning Association of Western New York. He is a native of Syracuse, NY and resides in West Seneca with his wife. Ann Marie Salerno joins Level after fifteen years...

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