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, Willink Asset Management LLC is 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
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Four vacation destinations you might never have thought of.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are things about Social Security that might surprise you.
Understanding how capital gains are taxed may help you refine your investment strategies.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When do you need a will? The answer is easy: Right Now.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here’s a crash course on saving for college.
Taking your Social Security benefits at the right time may help maximize your benefit.