Our 

Services

Comprehensive Financial Services That Respond to Life's Changes & Today's Challenges

Financial planning

“A goal without a plan is just a wish.”

Investment

Management

From Portfolios to Profit Sharing Plans, we're here to help

Estate Planning

Legacy Planning, Trust Services & More

401(k)

services

Corporate Retirement

Plan Advisory Services

Fixed

Income

Treasuries, Bonds, Muni's & More

Step by Step guidance to ease your mind

What keeps you up at night?

Am I prepared for retirement?

As a grandparent, can I benefit by gifting?

Now that I have saved, how can I protect these savings for my family?

What do I need to do to build a secure financial future for my non-traditional family (blended family, single parent household, domestic partners, etc.)?

How do I go about selling my business?

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?

How do I best address the financial requirements of a family member with special needs?

Is long-term care insurance something I should consider?

How do I continue to protect and provide for my family when I'm gone?

With no proprietary products to sell, you can feel confident knowing you will receive the most objective and honest guidance possible across all of our service offerings including:

Financial Planning

  • Retirement Projections and Income Planning 

  • Estate Planning

  • Tax Planning

  • Survivor Needs Analysis

  • Risk Analysis and Insurance Review

Retirement Planning

  • IRAs: Traditional, Roths and Rollovers

  • 401(k) and 403(b) Management

  • Pension and Profit Sharing Plans

  • Converting Your Investments into a Retirement Income

Investment Management

  • Portfolio Analysis

  • Asset Allocation Development

  • Portfolio Management

Legacy & Estate Planning

  • Personal Legacy Development & Preservation Planning

  • Power of Attorney, Living Wills, Long-Term Care Plans

  • Estate and Inheritance Tax Strategies

Fixed-Income, Bonds & CD's

  • Tax-Free Municipal Bonds

  • Corporate Bonds (with Survivor Option)

  • CD's (with Survivor Option)

Trust Services

  • Revocable or Living Trusts

  • Charitable Remainder Trusts

  • Irrevocable Trusts

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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