Skip to main content
PS&E, LLC Plan To Prosper
  • Home
  • Our Team
  • Our Process
  • Resources
    • Videos
    • Newsletters
    • Market Watch
      • Detailed Quotes
      • Symbol Lookup
      • Multi Quote
      • Markets at a Glance
      • Charting
    • Articles
    • Glossary
    • Tax Library
  • Contact Us
  • Useful Links

The First Step is to Step Back.

An Effective Plan Starts with a

Comprehensive Assessment.

Learn More

PS&E, LLC Plan To Prosper

481 Penbrooke Dr, Ste 3B Penfield, NY 14526

Phone:

  • Kevin (585) 504-7695
  • Collin (585) 505-8684

Fax:

  • (585) 505-8663

E-mail:

  • kevin.stepanoff@psande.org
  • collin.oshea@psande.org

Videos

We have interesting videos for you to watch on my site.

View Videos

Contact Us

Please feel free to contact us with any questions.

Contact Us

The Basics of Social Security Retirement Benefits

How much do you know about your Social Security retirement benefits?

More Videos »
Transcript

Newsletters

  • What Is Asset-Based LTCI?

    Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

  • HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

    This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

  • HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

    This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

  • Surprise! It’s Retirement Time

    Considering some important issues now could provide more options in the event of early retirement.

More Newsletters »

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck