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Rightsizing for Retirement

What does your home really cost?

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Mobile: 5857468196

Fax: 585-241-5296

400 Meridian Centre Boulevard

Suite 101

Rochester, NY 14618

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Tessera Wealth Mgt., LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 400 Meridan Centre, Ste 101, Rochester, NY 14618. (585) 241-5200

Our representatives are insurance and securities licensed in our resident state of NY. Please contact us for information regarding additional states. This is not an offer in any state where representatives are not properly licensed.

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be constructed as legal, tax, or accounting advice. Clients should confer with their qualified legal, tax, and accounting advisors as appropriate.  CRN202803-8208334.