How We Do Business
-Fee Only, CFP® Credentialed
-Fiduciary Standard Since 2004
-State of the Art Planning Tools
-In Person, Online, & More
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What We Can Offer You
-Portfolio Management
-Competent Financial Planning
-Competitive Fees & Expenses
-Hourly or Fixed Fee Consults
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About Us
Our team approach offers a range of services to provide more benefits to our clients.
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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 UsHelpful Content
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Rightsizing for Retirement
What does your home really cost?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.