Business Details
Your Trusted Financial Advisers in Syracuse, NY
Evolution Retirement Solutions is a boutique financial services firm dedicated to helping individuals transition from peak earning years to a successful retirement. Our team of certified financial advisors, insurance agents, and retirement experts provides personalized strategies tailored to clients' unique goals. With over fifteen years of experience, we specialize in comprehensive retirement planning, including income analysis, succession strategies, and customized group retirement plans. Our independence from proprietary products allows unbiased recommendations, ensuring solutions align with clients' financial objectives. We offer wealth management services encompassing investment allocation, asset preservation, and intergenerational wealth transfer.Our Medicare expertise guides clients through enrollment processes and private insurance options. Backed by advanced technology and a network of industry specialists, we deliver holistic financial planning experiences. Led by Anthony Hinds-Fritz, a CFP and ChFC professional with deep knowledge of retiree social programs, we prioritize client education and long-term financial security. Our services extend to life, health, and long-term care insurance, addressing both anticipated and unexpected financial challenges. Through regular portfolio reviews and proactive management, we help clients sustain and grow their assets for lifetime enjoyment and legacy planning.
Services
Retirement Planning
Medicare Guidance
Wealth Management
Income Planning
Succession Planning
Life Insurance
Long-Term Care Insurance
Health Insurance
Accident/Disability Insurance
Private Wealth Management
Highlights and features
- We offer 15+ years of retirement planning expertise with certified advisors
- Our independence from proprietary products ensures unbiased financial recommendations
- We provide comprehensive Medicare enrollment guidance and private insurance options
- Our holistic approach combines retirement planning with wealth management strategies
- We deliver customized group retirement plans using industry-leading technology
Services
Retirement Planning
Our retirement planning services help clients transition from working years to financial independence. We analyze income sources, develop withdrawal strategies, and create succession plans for business owners. Our advisors combine investment management with risk assessment to ensure sustainable income throughout retirement years.
Wealth Management
Wealth management services focus on growing and preserving assets through customized investment strategies. Our team coordinates with financial experts to create holistic plans addressing wealth accumulation, tax-efficient distributions, and intergenerational wealth transfer while maintaining risk-appropriate portfolio allocations.
Medicare Guidance
Medicare guidance services help clients navigate enrollment processes and private insurance options. We explain Part A, B, C, and D coverage details, assist with Medigap policies, and help select appropriate supplemental insurance plans to complement government-provided healthcare benefits.
Life Insurance
Life insurance services provide financial protection for dependents through term and permanent policies. We help clients select appropriate death benefits, structure policies for estate planning purposes, and evaluate cash value accumulation options to meet long-term financial objectives.
Succession Planning
Succession planning services assist business owners in developing exit strategies. We help establish funding vehicles for buy/sell agreements, create transition plans for key employees, and ensure smooth ownership transfers while addressing tax implications and personal financial security.
People
Anthony Hinds-Fritz
President/Owner
Anthony Hinds-Fritz is a Certified Financial Planner and Chartered Financial Consultant with 15+ years of experience. He holds a Master of Science in Personal Financial Planning and specializes in retiree social programs. He leads client advisory services and strategic planning initiatives.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income analysis, withdrawal strategies, succession planning, and customized investment management. Our advisors help clients create sustainable income streams and transition business ownership.
How do you help with Medicare enrollment?
We explain Medicare Part A-D coverage options, assist with enrollment timelines, and help select supplemental insurance policies. Our experts clarify eligibility requirements and coordinate private insurance options.
What wealth management strategies do you use?
We employ customized investment allocation, risk management, and wealth transfer strategies. Our approach combines portfolio diversification with tax-efficient distribution planning to preserve assets for future generations.
Do you work with business owners?
Yes, we specialize in succession planning for business owners, creating buy/sell agreements, and developing transition strategies that ensure business continuity while protecting personal financial security.
What insurance products do you offer?
We provide life, health, long-term care, and disability insurance solutions. Our advisors help clients select appropriate coverage amounts and policy structures that integrate with overall financial plans.
