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Pension, Social Security, Roth. Decided together.

For good savers near retirement. Face to face in Chittenango, NY.

Fee-Only Fiduciary | Serving a limited number of households   |   10+ years of experience   

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No Commission Financial Advice — Pension, Tax & Retirement Planning.

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Your pension election, Social Security timing, and Roth conversion decisions are largely one-shot decisions and worth a thorough conversation, or two. 

  • Guidance on pension elections​

  • Social Security claiming strategy

  • Tax-aware investment management (Roth conversions, RMDs)

  • Retirement income strategy

  • Ongoing advice & portfolio oversight

  • Full investment management

If this sounds like you, let's talk through it.

1

You Built

meaningful retirement savings — a pension, a 401(k), maybe both — and want to use them well.

2

You're Deciding

how to take your pension, when to claim Social Security, and whether a Roth conversion makes sense.

3

You Want

a clear plan, not a sales pitch — someone to walk through it with you and confirm you're not missing anything.

Simple, Transparent Pricing

  • ​No upfront costs or lockups.​

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  • No cancellation charges. 

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  • My cost is a flat 1.3% per year on the assets I manage for you, billed monthly — nothing upfront, no lockups, no charge to leave, and no hourly billing.​​

  • No hourly billing.

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  • Full investment management and planning decisions. 

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  • Ongoing access for questions and planning decisions

This is designed to support thoughtful , long-term advice without relying on volume or turnover. 

315-220-0884

Jess@JessicaChampion.com

New York based

Serving couples in Syracuse, Liverpool, Cortland, Manlius, Cazenovia, Seneca Falls and across Central New York.

In person meetings at 11 Pottery Rd. , Chittenango, NY 13037 and virtual appointments everywhere. 

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Accessibility Statement

Advisory services are offered through Champion Method LLC, an investment adviser registered with the state of New York. Advisory services are only offered to clients or prospective clients where Champion Method, LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

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