Retirement planning built for Rochester professionals
Whether you are five or fifteen years from retirement, get a clear picture of where you stand — and what to explore next — with Mackenzi Springer, CFP®, and the Herendeen-Springer team at Novem Group.
- Complimentary 60-second retirement readiness snapshot
- Local expertise — Rochester, Pittsford, and surrounding NY communities
- Tax-aware planning coordinated with your CPA
- Team-based advice backed by Novem Group
Educational only · No obligation · Your information stays private
Mackenzi Springer
CFP®, AIF®
Who this is for
Professionals and families in the Rochester area who want clarity on retirement timing, projected income, and whether their current plan matches the life they want after work.
What you will get
A no-obligation assessment that highlights focus areas based on your age, target retirement year, and financial picture — followed by the option to schedule a conversation if it makes sense.
Why work with a local advisor
New York tax rules, employer benefit transitions, and regional cost-of-living factors can materially affect retirement outcomes. Planning should reflect your situation — not generic national averages.
See where you stand in 60 seconds
Take the complimentary retirement readiness assessment with Mackenzi Springer.
Start my free assessmentFor educational purposes only. Not personalized investment, tax, or legal advice. Securities offered through Osaic Wealth, Inc. Advisory services through Novem Group.