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
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Do you know where the idea of “retirement” comes from?
Technology tips to make your next trip even better.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Lifestyle considerations in creating your retirement portfolio.
Couples may be able to head off many of the problems in a marriage that money can cause.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Recent changes in estate tax laws could affect the strategy you have in place.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are three things to consider before dipping into retirement savings to pay for college.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.