Fee-only, fiduciary planning
It’s your future. It should be planned on your agenda. That’s why we don’t work on commission, so you can be confident that your goals are our only priorities – not selling products.
Services
Our Investment Process
We invest in order to grow your savings and protect you from the effects of inflation. We employ an evidence-based strategy to build globally-diversified portfolios using low-cost, tax-efficient mutual funds. This strategy helps you achieve your objectives from the short-term to the long-term and everything in between.
Holistic financial planning
Our holistic financial planning assures you that we are looking at your specific situation and goals from every possible angle. We take into account all the factors that make your situation uniquely yours: your age, your finances, your family and your future.
- Retirement planning
- Tax planning
- Insurance planning
- Investment management
Our Services
About Us
At Level Financial Advisors, we’re a team of financial professionals dedicated to your financial well-being through personal financial planning and rational investment management. We are a comprehensive, fee-only firm in Amherst, NY, serving the Greater Buffalo metropolitan area, helping you understand your finances, overcome uncertainty and move confidently toward your goals.
We strive to humanize financial planning, treating our clients and employees like family. Honesty, integrity, flexibility and transparency are pillars of our existence. Nothing is more important to our firm.
NEWS
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Paul Coleman, CFP® Talk Social Security COLA Increase on Channel 4
The historic 5.9% increase in Social Security benefits announced recently made national news. In this quick local story, News4 speaks with our own Paul Coleman III, CFP® about what the increase might be saying about inflation. Inflation surge drives up Social Security benefits by 5.9%......
Oct 14 2021 -
Landing the Plane: Nearing Retirement and Creating A Distribution Plan
After an extended summer hiatus, here is the next installment in a continuing series on the topic of creating a pre-retirement financial planning checklist. You may recall my previous blogs were based upon a simple airplane landing analogy. THE RETIREMENT TRANSITION ANALOGY: GETTING THE......
Sep 23 2021