I created a proprietary planning tool available only for the clients in my practice called "My Care Plan". Originally developed for Nurses, I have come to find that all can benefit from its use. Below is an example of what a Care Plan looks like and the process I follow in developing one.
President & Chariman
Victoria Ferren, CFP®, CHSA®
Director of Financial Planning
Connor B. Holly,CFP®
Manager Municipal Bond Underwriting
Preparation and planning with a personal approach.
“There’s nothing more important than planning for the future, and for the
future of our kids. That’s why my focus is helping clients and their families
build, manage and protect their wealth.
No matter how close—or how far—you are from retirement, having a solid
plan in place is critical for your financial future. And while retirement may
seem far away, it’s always closer than we think. Time flies and families grow.
Things change, and it’s my job to help my clients prepare regardless of what
life may bring.”
Connor is a family man. He and his father, Wayne Holly, work together to provide clients with a focused financial plan that is tailored to their individual needs and personal preferences. Connor is also the head underwriter and manager of the Fixed Income Department, providing clients with tax free municipal bonds.
A graduate of the State University of New York at Fredonia with a Bachelor of
Science in Business and Finance, Connor is a Certified Financial Planner Practitioner™. He also sits on the Board of Directors for Big Brothers Big Sisters of Greater Rochester.
When Connor’s not in the office, you’ll find him with his family. Or fishing. Or Kayaking. Or Golfing. Or Skiing. Or Hunting.
To learn more about the Sage Rutty and Company Fixed Income Department and tax free municipal bonds click here