- Fee-Only Financial Services
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Education Planning
- Charitable Giving and Trusts
- Cash Flow and Budgeting
- Tax Planning and Preparation
- Taconic Financial Review Consult
- Surviving Spouse Finances
Poughkeepsie, NY 12601
Saugerties, NY 12477
Charles Simon is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Taconic Advisors offers "Financial Planning and Investments without Product Sales for Secure Retirements and Life's Transitions."
Chip Simon, CFP(r) is a NAPFA-registered ACP (Alliance of Comprehensive Planners) financial advisor in the Mid-Hudson Valley, and serves clients in the Mid-Hudson Valley and Westchester.
Meredith Wilson Briggs, CFP(r) joined Taconic Advisors as a Senior Advisor in December, 2015 and became a co-owner and shareholder in the Firm in 2016.
Clients have a choice of services: a one-time financial planning consultation ("Taconic Financial Review") or an ongoing retained relationship.