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Making Your Financial Life Awesome.

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Do you want to feel more confident about your financial situation?

Then …

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Why choose us?

FIDUCIARY

A fiduciary is someone who is tasked with putting your interests ahead of their own. Most Financial Advisors are not required to put your interests first. Yes, you read that correctly. Most of the wealth management firms and banks you know by name provide financial advice under the “suitability rule”. If a financial product or solution is “suitable” for your risk profile and investment objectives, the “broker” can sell it to you. They are not required to take costs or quality into consideration.

On the other hand, financial professionals who adhere to a Fiduciary Standard (yours truly!) are required by law to put their client’s interests first. Among other things, this means removing any potential conflicts of interest and seeking the best investments at the best prices at all times.

Sounds crazy, right? Shouldn’t all Financial Advisors be required to put their client’s interests first?

 

Signed Fiduciary Pledge

 

CFP® PROFESSIONAL

The CERTIFIED FINANCIAL PLANNER™ designation means we are on top of our game as only 25% of all financial advisors* in the industry can claim this distinction. Choosing a CERTIFIED FINANCIAL PLANNERTM means selecting an advisor who has passed a rigorous entry process, requiring of:

Education. Complete the education requirement to demonstrate theoretical and practical financial planning knowledge.

Examination. Pass a 10 hour exam.

Experience. Have a minimum of three years’ experience in the financial planning.

Ethics. Agree to act fairly and diligently, with integrity and objectivity, when providing financial planning services to clients.

*Source: www.cfp.net, www.cerulli.com

Hi, I’m Steve Witter, CFP®

I’m a financial planner working with busy professionals and NYSTRS teachers in the Buffalo, NY region.

I am a graduate of SUNY Geneseo with a Bachelor of Arts Degree in Economics and attended the College for Financial Planning earning the designation of CERTIFIED FINANCIAL PLANNER™ – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

When I’m not in the office, you can find me traveling with my wife, changing our daughter’s diaper, walking the dog, exploring Buffalo’s rich history, searching for the best chicken wings, doing crossfit or trying to master my golf swing.

To learn more about me, click here.

Case Studies

Learn how these clients leveraged our knowledge to get results.

Heather

26, Single, Teacher

Heather had been subbing for various schools districts in the Buffalo area, but finally got a full time position at Depew UFSD making $40,000 a year. She wanted to start saving for retirement while also saving for her first house. She also had accumulated over $40,000 in student loans.

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Bill and Rebecca

35, Married, 2 Kids (4 and 2)

Bill and Rebecca are two busy parents of a 4 year old boy Josh and a 2 year old girl Madison. Bill works at Ingram Micro and Ashley took 3 years off to be with the kids, but heading back to Ken-Ton where she is a 3rd grade teacher. They realized that life has gotten in the way…

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Jeff and Debra

57, Married, looking to retire in next 5 years

Jeff and Debra are getting close to retirement and wanted to see where they were at and wanted to put together a game plan for the transition. Jeff owns his own business and Debra works at a small non-profit. They had over 15 different financial accounts to be used for retirement…

Read More

Check out this awesome stuff!

This ebook will teach Teachers how to get your student loans FORGIVEN!

Email us to setup your Financial Life Organizer

This ebook will have you managing your finances in just 15 minutes a month!

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Contact Us

2293 Millersport Highway Getzville, NY 14068

Phone: 716.837.3335

Fax: 716.837.3099

Email: switter@legendgroup.com