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PS&E, LLC Plan To Prosper
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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

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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

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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
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Transcript

Newsletters

  • Strategies for Taking RMDs

    This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

  • New Auto Loan Interest Deduction Explained

    The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

  • Medicare Open Enrollment: A Time for Choices

    Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

  • Teens Say Social Media Takes a Toll on Mental Health

    Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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.

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