How We Do Business
-Fee Only, CFP® Credentialed
-Fiduciary Standard Since 2004
-State of the Art Planning Tools
-In Person, Online, & More
What We Can Offer You
-Competent Financial Planning
-Competitive Fees & Expenses
-Hourly or Fixed Fee Consults
Understanding Today's Financial Environment
Welcome, I’m Willink Asset Management LLC, a financial organization in East Aurora, NY. We understand that individuals face unique challenges as they prepare for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Being healthy not only makes you feel good, it may also help you financially.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Have you explored all your options when it comes to managing your taxable income?
Do you have causes that you want to support with donations? Here are three tips.
Are Real Estate Investment Trusts right for your portfolio?
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.