Bck Partners, INC.

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BCK Partners, Inc. | Expert Financial Planners in Corning, NY Select Page Elevate your future. With over 48 years of combined experience in the world of personal financial planning, Sarah Creath, EA, CFP ® and James A. Kaffenbarger, Jr., J.D., CFP ® bring together a simplified approach to investing, a collaborative style of service and an embrace of technology to offer comprehensive financial management that includes: Retirement Planning Tax Planning Preparation Healthcare Insurance Planning Estate Planning Employer Benefits Analysis Education Planning Investing Family-Wide Services  Retirement Planning “Will I have enough to retire?” This might be the most frequent question we are asked. We work with you to evaluate your current assets, how much you are saving each year, your spending patterns and when to claim social security. We use this information to project what retirement might look like. If those projections do not match up with your dreams and desires, we look at alternative scenarios until we get to the plan that works best for you. Then, once you retire, we recommend how to best draw down your assets to meet your needs in the most tax efficient way.  Tax Planning & Preparation Our goal is to simplify the lives of our clients. One of the ways that we do this is by preparing Individual and Trust tax returns. When we first start working with you, we request the past few years of tax returns. This allows us to prepare a tax plan for you in the current year and prepar

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