01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

UPDATED COVID-19 In-Person Meeting Policy

The offices of Hudson Financial, LLC are open for in-person meetings.  In following with our buildings policies our new hours are:

 

Monday 8:30am - 4:30pm

Tuesday 8:30am - 4:30pm

Wednesday  8:30am - 4:30pm

Thursday  8:30am - 4:30pm

Friday  8:30am - 4:30pm

 

*** Please contact our office if you would like to meet outside of these times

 

In accordance with the CDC and New York State guidelines, we ask that you please wear a mask if you are not vaccinated. 

 

We appreciate your understanding.  Your well being is very important to us and keeping our clients and staff healthy and safe is our top priority.

Our Approach

We are dedicated to providing investment management and strategic wealth planning to individuals and corporations. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide unbiased opinions that are designed with the objective to pursue long term investment results.

Learn More

Our Services

College Planning

  • Education Savings Strategies
  • 529 Plans

Estate Planning

  • Asset Transfer
  • Beneficiary Review
  • Wealth Transfer Strategies

Investment Management

  • Asset Allocation / Management
  • Income Strategies
  • Tax-Advantaged Investments

Retirement Planning

  • Traditional and Roth IRA’s
  • Pension Income Decisions
  • Pre-Retirement Savings Plan
  • Retirement Income Planning
  • 401(k) / 403(b) / 457 / IRA Rollovers
  • Lump Sum Pension Rollovers
  • Retirement Plan Evaluation

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Contact Us

Blogs

Jodi Hills |
Categories
The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it — stick to the plan. Specific goals are important, so be sure to define your goal. Once you know how much you need to save, it’s a lot easier to put...
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start. Cash Flow If your spouse or loved one is still in the workforce, you may be able to...
Jodi Hills |
Categories
There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. As a business owner, you may assume that family members will take...