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.

05/29/2026

Lindsay Stockall is a 38-year-old who splits her time between Newport Beach, California and Halifax, Nova Scotia. Business Insider has verified her income and employment history with documentation. The following as-told-to essay has been edited for length and clarity.

05/28/2026

On YouTube, creators always owned the content. Now they're building the Hollywood-style business infrastructure around it. This is what the new media moguls instead.

05/27/2026

College-educated men lead the way among dads sacrificing hours at work for time at home.

05/26/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

05/26/2026

For small business owners, the ability to spot problems early may be the most important capability AI provides.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/42Skq3Y

05/25/2026

Healthcare costs for people with employer-sponsored insurance plans are rising at the fastest rate since the pandemic.

05/24/2026

A family’s fight over a retirement account shows the pitfalls around updating beneficiary information

05/23/2026

A quarter of job-searchers are taking a year or more to find new positions, according to a survey by Monster released last week.

05/23/2026
05/22/2026

A guide to disposing of all the things your parents accumulated over a lifetime. Plus, 10 tips for organizing your own stuff to spare your kids trouble or conflict.

Address

5586 Main Street
Williamsville, NY
14221

Opening Hours

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

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