Lee Kalin & Associates in Manlius, Town of, NY specializes in coaching educators on retirement planning, maximizing state benefits, and minimizing taxes since 1985. With a focus on New York State educators, their deep expertise includes navigating the state teachers retirement system and assisting with relocation post-retirement.
Their tailored process guides clients through key retirement considerations such as portfolio optimization, income planning, and tax reduction strategies. Led by founder Lee Kalin and President Alicia Spevak, the firm offers services in financial planning, investment management, tax preparation, and insurance to ensure successful transitions into retirement.
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