These strategies differ for everyone; they are dynamic, and change during a client's life stages. Commitment to saving, before retirement, may be more important to the outcome of a client's financial success; then focusing on income, it is not what a client earns, it is what a client keeps that has the largest impact on his/her life. This changes in the retirement model where it is income that matters, not the
Founded in 1987, in Buffalo NY, on that philosophy, Allaire Financial Strategies has evolved and has assisted clients in their Retirement Distribution Focus, Income Planning, Wealth Management, Wealth Accumulation, and Family Protection, during various stages of their life. These life stage strategies incorporate the client's outcome driven objectives, and a long term goal of not outliving money when designing their future.
Keith J. Schottman, Vice President of Allaire Financial Strategies, Financial Planner, is a Registered Representative of Securities America, Inc., Member, FINRA/SIPIC. Keith has over 14 years of experience in Financial Services, Banking, Insurance and Real Estate. Keith joined Patrick Allaire at Allaire Financial Strategies in 2011 with a focus of providing sound financial planning, retirement planning, distribution planning and estate planning services to individuals, families, and small businesses.
Keith assists clients in gaining a clear understanding of their financial goals, provide them a well-defined pathway for achieving those goals and gives ongoing advice to help adjust their path when needs change.
Keith has earned a Bachelors of Science (BS) in Business Administration with a concentration in Finance from the State University of New York at Fredonia as well as a Masters of Business Administration (MBA) with a concentration in Finance and Entrepreneurship from the University at Buffalo.