Helping clients retire safely and comfortably              
So they can stay safely and comfortably retired 

Chris is dedicated to giving her clients the focused, comprehensive, quality financial plans and investment management they expect and deserve.  

 

Chris is a Retirement Income Certified Professional (RICP®).  With over 20 years of experience in the financial industry, Chris focuses her efforts on retirement income planning, risk management, portfolio development and estate planning.

Chris will help you evaluate and address the financial concerns that keep you up at night, providing you with peace of mind about important questions such as:


-Am I prepared for retirement? 
-Now that I have saved, how can I protect these savings for my family? 
-Is my estate plan in order? 
-How do I convert my savings into steady income upon retirement? 
-What is the best way to balance and prioritize the competing financial demands of our children’s education, our parents’ changing needs and our own retirement? 
-Is long-term care insurance something I should consider? 
-How do I continue to protect and provide for my family when I'm gone? 
-What are the different strategies involved when it’s time to take social security?

 

Meet Chris' Team

 

Amy Singer

Registered Financial

Services Associate

585-512-2379

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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®, CHSA® and

Aaron Young, CFP®, CRPC®, CHSA®, AIF®

  provide decades of experience in the Financial Planning realm.

About Chris

 

Chris is dedicated to giving her clients the focused, comprehensive, quality financial plans and investment management they expect and deserve.  

 

Chris is a Retirement Income Certified Professional (RICP®).  With over 20 years of experience in the financial industry, Chris focuses her efforts on retirement income planning, risk management, portfolio development and estate planning.

 

The challenge of living sometimes 20-30 years in retirement and having to stretch your assets plus meet the uncertainty of medical expenses in your retirement years can be a daunting task for people who are not in this industry.  Let’s face it; it can be daunting for people in this industry as well.  But armed with the facts and knowing the rules and regulations that surround a sound financial plan for retirement can help you avoid tax traps, penalties and unnecessary expenses. 

 

With some forethought and planning and working with someone who knows where those pitfalls can be you can retire safely and comfortably and be better prepared to stay comfortably retired.

 

When she’s not working with her Sage Rutty clients, Chris spends time volunteering for Lifespan’s Financial Management Assistance program.  Lifespan provides information; guidance and services that help older adults take on both the challenges and the opportunities of longer life. Chris provides in-home assistance with budgeting, bill paying and day-to-day financial matters that become a burden for some older adults. 

 

She also serves as a member of the Auxiliary Board at Monroe Community Hospital.  MCH provides care for individuals with unique medical needs, and have specialty nursing units.  The mission of the MCH Auxiliary is to promote and advance the well-being and quality of life of the residents.

 

Chris was raised in the military – her father was a career officer in the United States Air Force.  Now she is proud of her two sons who also serve.  Matt is a United States Marine and Dave is currently serving in the United States Air Force.

 

She is licensed with the Financial Industry Regulatory Authority (FINRA) and the New York State Insurance Department.  

 

News & Resources

Key Differences Between Roth 401k & Roth IRA

Key Thoughts on the Tax Cuts and Jobs Act

College Bound Checklist

How to Know If You've Been Hacked

The Top 7 Questions for an Effective Beneficiary Audit

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Upcoming Events

 

Family Wealth Management

Spring 2020 dates coming soon!

Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what we think is important AND how to avoid damaging our
children’s relationships with each other. This presentation will give you the ideas and tools you need so that your family has significantly more success in seeing the estate you’ve worked so hard to build serve your family well and hopefully last through more than one generation.

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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