Note Advisors
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We provide holistic financial planning and behavioral money coaching under one roof, to ensure your values and financial goals are always aligned to help you create a life well-lived Those who get close to you, and those who get close to your money. Sure, we know how to manage investments. Lots of people do. The most valuable service of all is the attention given to what matters most: your family,
05/21/2026
Your business may generate income today.
But is it helping create personal wealth for your future?
Join Angela Hall on June 3 for a webinar on how business owners can use their 401(k) more strategically to reduce taxes, build wealth outside of the business, and create more flexibility for retirement.
Topics include:
✔️ Why your business shouldn’t be your only retirement plan
✔️ Turning business profits into personal, tax-efficient wealth
✔️ Retirement planning strategies to help reduce taxes
✔️ Aligning retirement planning with your succession strategy
Whether you’re building, growing, or thinking about what comes next for your business, this webinar is designed to help you think bigger-picture about retirement planning.
Register: https://us06web.zoom.us/webinar/register/WN_jmuIk6lvTN2qzQXrQ1Ospw #/registration
05/10/2026
Today, we’re celebrating all the moms who give so much of themselves every single day.
Whether you’re a mom to children, grandchildren, pets, or the person everyone turns to for support and guidance, thank you for the care, strength, patience, and love you bring to the people around you.
Happy Mother’s Day! Enjoy a few photos of the amazing moms on our team!
If you’re a business owner without a retirement plan, chances are you’re relying on an individual IRA.
While that can be a starting point, it may be limiting how much you’re actually able to set aside.
Employer-sponsored plans, like a SIMPLE IRA or 401(k), often allow significantly higher contribution limits. For business owners with strong income years, that difference can meaningfully impact both long-term savings and current tax exposure.
Retirement plans aren’t just an employee benefit. They’re a strategic planning tool for the owner, too.
If you’re unsure whether your current setup is maximizing your options, it may be time to take a closer look.
Click here to claim your Sponsored Listing.
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Address
50 Lakefront Boulevard
Buffalo, NY
14202
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
