Discover the keys to building lasting wealth, developing retirement strategies that truly work, and implementing financial plans with confidence.

In this episode of WNY Entrepreneurs Unleashed, Seth Greene interviews Doug Parker, CFP, Senior Vice President and Shareholder of Sage Rutty & Company. Doug has over thirty years of experience helping clients grow their wealth through disciplined financial planning and investment strategies. From working with small business owners to designing custom retirement plans, he has seen firsthand how proper execution of financial strategies can transform lives and legacies. In this episode, Doug discusses the challenges of implementation, the importance of long-term planning, and how Sage Rutty helps individuals and businesses maximize their financial opportunities.

Key Takeaways:

→ The difference between large firms and smaller, more nimble companies.

→ Why business owners benefit from combining personal and retirement planning.

→ The importance of executing financial plans and monitoring them over time.

→ The process of helping business owners transition their companies.

→ Real-world examples of clients who benefited from Sage Rutty’s strategy.

Doug Parker is a Certified Financial Planner™ professional, an Accredited Investment Fiduciary®, and a Senior Vice President and shareholder at Sage Rutty & Company. He serves as a Senior Vice President of the firm’s Parker, Burke & Gingerich private financial practice, where he provides comprehensive financial advice to both individual and corporate clients across a wide range of financial topics. Doug has a master’s degree in financial planning from the College for Financial Planning in Denver, Colorado, and graduated with honors from Roberts Wesleyan College. Active in the financial planning community, Doug is involved with the local chapter of the Financial Planning Association and is a Past President of the Estate Planning Council of Rochester. He has also previously served as a member and Board Chair of the Catholic Family Center Board of Directors and currently participates on the Catholic Charities of Rochester Pension Committee.

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