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Both, Branch & Hendrix Building
128 South Union St.
Olean, NY 14760

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Mark Hendrix, CFP®

(716) 307-5912

 
What You Need to Know About Social Security Retirement Plan Detectives Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

 

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

The Sequence of Returns

A look at how variable rates of return impact investors over time.

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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