Trusted Financial Planning Since 1990
At Muchler Financial Services, it is our mission to help our clients craft a comprehensive retirement plan that works for their lifestyle. Terry works one on one to collaborate with clients to meet their immediate and long term cash flow needs. Our team believes in open and honest communication. We take the time to understand and address all of our clients’ concerns in order to establish their financial future.
Money Management Process
What sets us aside is the money management professionals at Horizon Advisory Services, a separate entity. One of their responsibilities for clients of Muchler Financial Services is to construct competitive risk-controlled portfolios, while helping to guide in the management of your money. We utilize cutting edge research and a disciplined process to select investments that meet your goals and help grow your wealth. An important part of this process is regularly scheduled reviews, where we monitor your investment’s performance and adjust your plans based on changes to your personal situation.
Whether you have switched jobs, sold a business or are looking to consolidate your retirement assets, our team has the skills and experience to guide you through the process. Our firm manages IRA accounts under a RIA fee arrangement and adheres to a disciplined fiduciary investment process. This was designed to meet or exceed all requirements of the Department of Labor Fiduciary Rule. We provide perspective clients with a cost/benefit analysis before rolling over any retirement accounts. This analysis details services we provide, investment options, our costs and strategies to access your funds prior to age 59 ½ when needed.
For more information about our investment planning and financial services, please contact us today at 585-335-5190. We look forward to hearing from you!