Kay Conheady (BA, BS, CFP®)

Kay Conheady focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Objective investment portfolio reviews (401K, 403B, 457, IRA, taxable assets) that include risk tolerance, time horizon, asset allocation, expense ratio, tax efficiency and diversification analyses and recommendations. Insurance coverage reviews that objectively identify the need for coverage as well as instances of excess coverage for life, disability, health care and long term care insurance. We are also eager to assist clients with Cash Flow and Debt Management,  saving and paying for college in an tax optimized way, planning for retirement (for pre-retirees) and funding retirement (for post-retirees.

Additional Information

Visit our web site (www.AproposFP.com) to find out more about our mission, ethics, services, planning process and Kay Conheady's background. Or, call today to receive our New Client Starter kit and schedule a complimentary Get Acquainted meeting. Note that through the use of modern technologies such as e-mail and web conferencing, I can work with clients any where in New York State. Also, my hourly rate is very competitive, especially for those living in the NYC and Long Island regions of the state. I look forward to hearing from you!

NAPFA Start Date

June 14, 2005

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This Office

8 Birchstone Hill Rd Rush, NY 14543-9744 Phone: (585) 533-1950