Understanding Today’s Financial Environment
Welcome, I’m Robert Mezzio, a financial professional in Hilton, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (585) 272-8470.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Around the country, attitudes about retirement are shifting.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Read this overview to learn how financial advisors are compensated.
A change in your mindset during retirement may drive changes to your portfolio.
Tax preparation may be the perfect time to give the household budget a check-up.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What if instead of buying that vacation home, you invested the money?
Are you ready for retirement? Here are five words you should consider.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It's easy to let investments accumulate like old receipts in a junk drawer.