NextStep Advisors

NextStep Advisors RICP, CLTC, LUTCF Preparing for that next step in life isn’t always easy. Contact me to discuss your financial future

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

09/04/2026

Meet the third-generation kids trying to take over the 'Disneyland of grocery stores' from their dad.

09/03/2026

A state-by-state look at where child and elder care costs cause the most strain.

09/02/2026

If there’s one trait worth hoping children develop, economists say it may be a strong sense of agency—the belief that actions can shape outcomes.

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/31/2026

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.

08/30/2026

The 60/40 portfolio has been the subject of much hand-wringing in recent years. So, what's an investor to do? The solution is "unglamorous": Know what you own.

08/29/2026

As America's 250th celebrations wind down, the real work begins: reinvesting in civic education, nonviolence, foresight, and unity to renew our democracy.

08/28/2026

A specter is haunting the U.S. economy—the specter of a $20 burrito.

08/27/2026

Should you trust your gut when everyone advises you differently? Research on intuition, confirmation bias and decision-making offers a more nuanced answer.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Address

5586 Main Street
Williamsville, NY
14221

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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