Do you currently work for Xerox?  Because of the Fuji-Xerox acquisition, your job may be affected. It is important to know that you are in control of your future. Whether your job is eliminated through consolidation, you voluntarily retire or involuntarily retire, the keys to surviving the transition financially are to plan ahead, take stock of your income, and cut your expenses.

If you need guidance in planning your next steps, please review our Xerox Employee Separation Guide.  To receive it, simply provide your email address below.

If you require further guidance, please feel free to set up a personal meeting with Caroline.  We are here to help!

Please note: The foregoing information and advice is mine alone and not solicited or supported by my former employer in any form. Further, it does not in any way represent the thoughts, views, or beliefs of that corporation.

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Xerox Employee New Horizon:

Separation Guide 

Your Family and My Practice

Caroline believes that every family deserves peace of mind about their future.

She builds customized road-maps to meet your financial goals and specializes in working with individuals, families, and business owners. From her background in the corporate world, Caroline understands that business owners and executives have a unique set of needs when it comes to financial planning. Your family deserves a comprehensive approach with a single phone call. 

When you join Caroline's practice you have a team at your fingertips. We will provide the investment advice and service you need by using our expertise and the expertise of our partners in the legal, accounting, financial planning, and healthcare planning fields. 

 

Caroline's practice will help deliver the peace of mind that allows you to focus on what really matters: your family

 

About Caroline

Prior to joining Sage Rutty, Caroline left the corporate world with Xerox Corporation and then spent several years building her practice.

She earned her M.B.A. from the University of Akron and Bachelor’s in Chinese Studies from St. Lawrence University. Caroline also successfully completed the 

Investment Management Theory & Practice Executive Education course at the Yale School of Management.  The year-long curriculum is for financial advisors pursuing the ability to provide the highest quality advice in the financial services industry.

Born and raised in Rochester, Caroline is passionate about serving the local community. She serves as Trustee at First Presbyterian Church and also sits on the Church's Finance Committee. Caroline is a member of the Greater Rochester YMCA Investment Committee and the YMCA's Women in Business Volunteer Board. She is also a member of the Alumni Association at Allendale Columbia School.

When Caroline is out of the office, she enjoys exploring locally owned restaurants, skiing, running, and exercising.

To learn more about Caroline, read her featured article in the RBJ

 

Kim O'Brien

Financial

Services Associate

585-512-2349

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Financial

Planning 

Department

One of the many benefits of working with a Sage Rutty Advisor is the access you receive to our Financial Planning Department. 

Working in tandem with our advisors, Victoria Ferren, CFP®, and

Aaron Young, CFP®, AIF®  provide decades of experience in the Financial Planning realm.

Meet Caroline's Team

Seminars

 

8 Smart Tax Strategies

Sept. 12th - 12:00, Oct. 15th - 12:00, Nov. 14th - 5:30

Are you currently in a high tax bracket, or simply someone who thinks they are paying too much?  There are few things in life that are guaranteed, and taxes is one of them.  Whether you are a novice or an experienced investor, join us to learn 8 Smart Tax Strategies to reduce your taxes and make the most from your savings.

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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2019 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC