Financial Planning for Busy Families
Simplify your finances and build a path forward
As Featured In
Financial Planning for Families
As a parent, you’re no stranger to multitasking. You want to make the most of family life now with the travel and experiences you enjoy, without falling behind on preparing for your children’s future. Organizing activities, saving for college and retirement, and making sure your finances reach their full potential takes careful planning and attention.
Whether you’re feeling confused, overwhelmed, or don’t have a financial plan at all, Lake Road Advisors can help.
Lake Road Advisors, a fee-only, independent financial planning firm with offices in Corning, NY, Ithaca, NY and Portland, OR works with clients virtually all across the country.
When you work with the team at Lake Road Advisors, you’ll get an ongoing, unbiased partnership to help you make financial decisions with confidence and gain greater peace of mind. We’ll get to know you and understand your goals and concerns. Then, depending on your priorities, we’ll help you:
- Map out a realistic and achievable plan for your current goals and financial independence
- Build a complete, well-organized understanding of your financial situation
- Follow proven methods to stay on target with experts by your side every step of the way
- Invest your money wisely, understand risks, and build wealth over time
- Understand where your money is going and align spending to achieve your goals
- Invest in your children’s future, including their education
Why Choose Us?
Save Time
Our team takes the workload off your plate—so you know your investments and financial future are in good hands.
Stress Less
When it comes to money, it helps to get expert advice. We’re upfront and realistic with you, so you feel confident.
Reach Goals
Our team helps you get to your short- and long-term goals, whether it’s saving for a home, education, or retirement.
Get Accountability
Our team will encourage you, but also keep you accountable. We do everything possible to make your goals a reality.
Feel Organized
Bank accounts. Investments. Insurance. We’ll help you organize your whole financial life.
There’s no such thing as one “perfect” financial solution. You need a plan shaped to fit your strengths and put you on track for your goals. Our role is to understand your priorities, provide you with the tools and education to build a clear plan together, and support you as new questions and life changes arise along the way. Expect a dedicated relationship where you can get expert insight and answers to your most pressing questions:
- Are we on track?
- Are we making smart tax decisions? How do we avoid surprises come tax time?
- How do I manage my equity compensation (stock, RSU’s, options)?
- Am I falling behind on saving for my children’s education?
- How do I adapt my financial plan now that (my kids are in school, I’ve changed careers, we’re expecting a baby)?
- Am I on target for retirement?
- Should we purchase a rental property?
- Can we go down to one income and still achieve our goals?
- Am I maximizing the potential of my savings and investments?
- When should I sell my company stock?
What Our Clients Say
Paul is very professional and knowledgeable. He has the best interest of the client in mind when making recommendations. Hayley also is very detail-oriented and is always great with following ups on different tasks and getting them done in a timely manner. Highly recommended!
Hani Hojjati
17:36 01/11/24
I have been working with Lake Road Advisors for a year. They are phenomenal. Knowledgeable, professional, responsive, but also fun to work with. I look forward to our calls, which wasn't something i ever expected to say about working with financial advisors! They've helped me so much and I would heartily recommend them to anyone.
Claire Wardle
14:03 12/15/23
Paul and Hayley have been absolutely fantastic! We were referred to Paul from a neighbor in Feb. 2022. We were lost and unsuccessful trying to plan for retirement and investing on our own. Thanks to Paul and Hayley for conducting a comprehensive review of our financial situation and setting us on the right path. Paul and Hayley are both a pleasure to work with and have helped us tremendously. We would HIGHLY recommend Lake Road Advisors to anyone needing financial planning.
John Hodge
18:37 07/07/23
We met Paul in the fall of 2016. At the time my husband and I had decided to begin seriously preparing for our long-held wish to leave the US and live full-time in Europe. We would both be retiring early, and did not know whether we had the financial resources to do what we wanted.From the very first meeting we knew that Paul was the person to help us, and he became our financial planner in January 2017. Through our relationship, Paul’s focus on planning to achieve specific goals, rather than short-term gain, has met our needs perfectly. Paul helped us understand our risk tolerance, guided us in defining the quality of life we wanted abroad and the annual funding we would need to sustain that over time. Through probability analysis of our assets vs. projected costs, he provided the assurance we needed that we would be financially secure in the future we were planning. We realized our dream in summer 2018 with the purchase of a property in Europe, where we now live permanently.Paul remains an essential partner for us. We rely on him to keep us on track with our long-term plan, and also as a sounding board for financial questions big and small. He is always available when we need him, always provides thoughtful and helpful advice, and genuinely cares about us and our happiness. I can honestly say that we would not be where we are today, that we would not have made this major life change as quickly or as smoothly, without Paul Sydlansky and Lake Road Advisors at our side.
Michael Schultz
17:37 04/11/23
Working with Paul and Hayley this past year brought us so much clarity and direction. I was in the early stages of starting my small business and looking to get our personal finances to a healthy place. They helped us cover all the bases by evaluating our current situation and suggesting changes and actions to put us in a comfortable position for the transition. Being a small business owner himself, Paul had great insights and resources, which he shared, enthusiastically. Paul also reviewed my business plan and provided thoughtful feedback to help me prepare for meetings with lenders. Paul and Hayley are professional, kind, and supportive. We never felt uncomfortable sharing setbacks. From the beginning they were both relatable and understanding of life’s curveballs. Hayley was sympathetic to me during a very vulnerable conversation, which I will always be grateful for. Both have gone out of their way to help us with our unique needs. They’ve always had our best interest in mind, and never tried selling us on something we didn’t need. Thanks to them, we're feeling very confident and empowered.
Ashlee Butkiewicz
19:45 03/24/23
Fantastic experience, they helped me and my husband get our finances on track.It was great to learn from them and I appreciate having them answer all of our questions.I feel much better about our current and future financial health.
Jenna Oropeza
23:57 03/22/23
Easy to work with, answered all my questions and translated everything into formats I now understand. Thank you!
kim moshier
22:52 02/05/23
LRA has been extremely informative and helpful in getting my feet beneath me financially speaking. They provided great insight into managing my investments, preparing my estate, and planing for retirement. All things that can be overwhelming to someone who had little understanding of navigating those areas of my life. I now have a more robust process for managing my cash flow and feel more confident in my process to making financial decisions. I highly recommend working with LRA to all who, like me, needed further guidance and education on building a more firm financial foundation.
Joseph Oropeza
15:49 12/12/22
Paul is a caring, knowledgeable financial advisor that has earned our trust over the past year. His clear, concise communication has helped our knowledge regarding personal finances and retirement planning grow in a positive direction. We highly recommend Lake Road Advisors !
Rosetta G
21:38 10/21/22
Paul has been working with my husband and I for the past year, he has been an enormous help to us in getting our financials plan in order. His knowledge and advice has been a key factor in the success we have had. He provides regular check-ins that keep you on track and accountable to your goals without making you feel that you can't still enjoy the things you're doing in your day to day life. He is great with showing you how to be proactive instead of reactive on items that our most important to you. We trust Paul and his team We would highly recommended them!
Dennise Houper
16:25 08/09/22
My husband and I have different levels of financial knowledge and interest in planning, which often made for difficult conversations. Working with Paul and his team has helped us to be on the same page, working through our assumptions and agreeing on directions forward. Although Paul isn't a counselor, the straightforward way that he has approached building our knowledge base and supporting our decision making has had a very positive effect on our financial conversations. I strongly recommend working with LRA.
Anne Burns Thomas
13:06 08/09/22
Paul Sydlansky and Kevin Burns from Lake Road Advisors have been not only fun to work with but have added significant value and confidence to our financial plan. There are a number of qualities that we truly appreciate about Paul and Kevin. They have spent time getting to know our family while at the same time helping us get on the same page and focused on our financial goals. In the comprehensive financial review within the first 6 months they saved us significant money by finding some things that I missed like being able to deduct earnings using my wife's 403b plan. Their discussion with us is as technical or as simple as we would like. Providing me with references to Modern Monetary Theory to help explain current economic trends and also taking the time to go back to the basics of investing like the benefits of long term investments and diversification help us understand their investing philosophy. Lake Road Advisors gives additional information where asked. The YouTube channel and references to investing in cryptocurrency have really helped me deal with my fear of missing out by helping me stay focused on my goals. The online appointment system makes it so easy to connect with them to address the things that I care about most and anything that comes up which could impact our financial lives. While I'm someone who likes to keep my finger on the financial details and my wife someone who would rather delegate to someone else they have been able to meet us both where we are at. We truly enjoy speaking with Paul and Kevin as I have seen that they genuinely care about our family's future and have the background and experience to really make a difference. Thank you Paul and Kevin.
Patrick Byrne
21:24 02/05/22
Paul has been working with our family for over two years, and has been such a tremendous guide to getting our financial house in order. He and his team always lead with care and compassion for our individual needs, and always recommend actions based on what's best for us, not for their financial gain. In our regular check-ins they keep track of both short and long term goals, making sure we don't overlook things like life insurance, mortgage refinancing, wills, and potential medical needs down the line. With their help, we've been able to save for future goals while still enjoying our lives today (a big priority for Paul in how he manages your finances!). We trust in Paul and his team and would recommend him to everyone.
Asima Jansveld
22:29 01/31/22
Paul is a phenomenal resource to have access to when planning for a secure financial future. He is thoughtful, intelligent and customizes plans based on an individual risk profile. He is always available to talk, discuss challenges and identify solutions. It has been a pleasure to work with him and Lake Road Advisors.
Tim Koba
13:56 01/19/22
Paul and Kevin have been a great resource and comfort for our family as we plan for our (and our kids') financial futures. They help educate us on potential strategies to consider, but always through the lens of understanding what our specific goals are and what we are trying to optimize for. We had worked with another adviser at a large firm for a long time before finally making the switch - and we are very happy to have found Lake Road Advisors.
J Herskowitz
21:23 01/18/22
Heather MacDonald
16:47 01/18/22
Anuj A. Shah
00:19 01/18/22
Paul is extremely knowledgeable, and trust worthy. We have peace of mind knowing that he is handling our money.
william solt
14:37 01/14/22
Paul and his partner have been extremely helpful in guiding me with my investments. They are knowledgeable, professional and trustworthy. They always have their customer’s best interests in mind.
suzette esposito
15:26 12/26/21
Paul and team always provide quality guidance. Highly recommend!
Chad Tempest
18:49 12/23/21
We’ve worked with Paul for over 5 years. His advice and guidance as we planned our retirement was invaluable.
Joanne Doherty
04:24 12/22/21
Working with Lake Road Advisors truly transformed our lives. Not only do we feel confident and safe under the guidance of Paul and Kevin, we also learn something new every time we meet. LRA takes the time to listen to your goals and teach you about your options. In the past we worked with a “financial advisor” from one of the big firms and we felt “sold” and manipulated- this is the opposite of how LRA treats their clients. The team truly has your best interest in mind. My family and I highly recommend them to help you build wealth, reach goals, and smartly and effectively work towards your retirement. We’re in it for the long haul!
Tyler Boucher
17:10 12/20/21
Will Hartwell
16:50 12/20/21
We started working with Paul and Kevin a year ago. They have been able to take the complexity out of our finances to make it both understandable by us and actionable. It's been helpful to get good insights into where we are and how to achieve our goals. They are super friendly, responsive and knowledgeable. If you need help getting a handle on your financial situations and planning for your goals, I highly recommend Lake Road Advisors.
Chris Angove
16:30 12/20/21
Paul clearly has you and your family's best interests in mind. He is knowledgeable and flexible. My style is probably different than most clients and Paul easily adapted strategies to fit my particular style and needs. Also, he is just a darn nice guy! 🙂
Daniel Hundycz
16:03 12/20/21
Paul and his team at Lake Road are top of the line. They provide value in many ways and their main priority is helping you achieve YOUR goals! I would highly recommend!
Bill Duerr
14:45 12/20/21
My wife and I have worked with Paul and Lake Road Advisors over the past five years, and they have made a huge difference in our financial picture and mindset. Paul's expert advice, organized approach and positive encouragement have helped us to structure our financial lives and achieve goals that seemed unattainable only a few years ago. From providing a thorough review of our insurance coverages and retirement asset allocations, to helping us to implement a practical household budget and college savings plan, Paul has offered sound and actionable guidance every step of the way. We feel more confident in our financial future than ever before, thanks to Paul and his team!
Ted Goldwyn
14:22 12/20/21
Paul and his team have been invaluable to me. His approach to helping me look at my entire financial picture was more than I expected at first and everything I didn’t know I needed. I now have a sound plan. I have increased my net worth during my time working with him, I have a trust and my end of life legal docs that will take care of my daughter and family handled and I know how much money I want to put away each year to get myself to retirement sooner than I ever expected was possible. Owning my financial health - even if I am not perfect about spending wisely sometimes is such a better place to be in then where I was wondering when I would retire, if I would have what I needed, if I was doing the right. Chat with Paul and his team to see if they can help you. It’s worth the call.
Jenn Ritchie
02:58 12/15/21
Super happy with Paul and his team as they help us navigate increasingly complex household financial strategy issues.
Sam Wertheimer
22:28 12/14/21
Working with Paul and his team has been a great experience. He's has guided us through many large financial decisions in a clear, insightful and caring way. We trust and feel very confident with how Paul supports our financial goals. Couldn't recommend working with Lake Road Advisors more!
Alyssa Rimmer
14:50 12/13/21
Paul takes great care as he assists he gets to know his clients. He is willing to offer professional assistance, but only after he gets to know them and their current financial situation, I am honored to work with Paul and look forward to a long and lucrative relationship together.
Peter Wallin
11:05 07/04/16
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