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.

06/18/2026

The pursuit of a second passport doesn’t mean the rich are fleeing their country. Instead, they want the ability to live somewhere else at the drop of a hat, according to migration specialist Henley & Partners.

06/18/2026

With IPO activity picking up and valuations reaching eye-catching levels, it’s worth taking a closer look at what’s driving the current market environment—and what may already be priced in. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, explores the risks and realities behind today’s IPO surge. If you have questions about how this could connect to your broader strategy, let’s talk.

https://bit.ly/4vZr3Ov

06/17/2026

Kevin Warsh needs to strike a delicate balance while laying out his vision.

06/16/2026

Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.

06/16/2026

Shares in Elon Musk’s rocket company SpaceX soared 25% after opening for trading, an auspicious start for history's biggest initial public offering.

06/15/2026

Many retirees regret not saving enough or starting sooner, since both can shape their financial security and happiness later.

06/14/2026

Explore alternative asset classes beyond stocks, bonds, and cash.

06/13/2026

Retiring at 62 instead of 67 doesn’t just mean leaving work earlier—it can mean lower Social Security, greater long-term financial risk, and even a steeper cognitive cost. Here's the breakdown of what it could cost your retirement over time.

06/12/2026

Three of the world’s largest and most consequential private companies—SpaceX, Anthropic and OpenAI—are preparing to go public in the same year.

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s...
06/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/4xoa0qA

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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