A Tribute to Mike Daly        Do you have 2020 Vision? Do you wonder where the cash is coming from to pay the bills? Do you think about where you'll be financially in 2010, 2015, and even 2020 - and just don't know the answer? You need trusted advice. You need vision. DST Trusted Advisors' clients have a vision - whether to be financially stable, to afford college for their children, or to retire comfortably - and we share those visions. What sets us apart is that we care about our clients. We strive to build teamwork with our clients. At DST Trusted Advisors we are continually asking ourselves, "Will our clients be better off in 2020 and what can we do to ensure they are?"   Our Mission    To offer the best wealth management services, be recognized as true professionals in our field, and provide such value to our clients that they recommend us to their friends and colleagues.   Go to our Investment Process Page for articles of interest to investors - links appear at bottom of that page   We at DST Trusted Advisors can help you lay the foundation for a secure financial future by helping you to:   · Achieve your long-term financial goals By investing wisely today, you could make a substantial difference in your financial future. No matter what your needs, you can count on the professionals at DST to help you establish your priorities and define your objectives. We can address the needs of: · Individuals · Trusts · Charitable organizations · Endowments · Businesses   · Get your money to work for you As your level of financial assets increases, so does the complexity of managing those assets. DST has the wealth management skill, knowledge and experience to address these complexities.          ·  Develop an investment portfolio that is uniquely suited to your needs   With over 3,400 mutual funds available to you, DST designs a portfolio based on your unique needs, risk profile and other factors.  · We offer cash, bonds, domestic and non-US equities asset management and alternative investments · We also offer annuities, life insurance, long-term care and disability insurance. · We use an open architecture platform that uses third party money managers fee-based asset management   Here is what you can expect from us: You can talk to us and we'll listen. We focus first on listening to and understanding your financial needs and objectives. This forms the foundation of our investment strategy for you. When you have questions or as your needs change, we'll be here to help and advise you. Team support on every project. We assign a team of a Certified Financial Planner® and a Certified Public Accountant to each client. Our focus is on serving you. We are compensated through the implementation of solutions. We are available when you need us. Our three financial services offices in Victor, Chili and Honeoye are conveniently located and overseen by a partner. We are open when you need us.   Who is DST?   DST Trusted Advisors was created in 1987 and is privately owned and managed by 4 partners. Our staff has the experience needed to assist you in every aspect of financial services. We started as a small firm concentrating on financial statement preparation and tax planning and preparation. We have grown into the full service wealth management / financial planning, accounting/tax, payroll and accounting software firm, DST..     Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. www.finra.org   Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of California, Florida, New York, North Carolina, Pennsylvania and Texas. This is not an offer to sell securities in any other state or jurisdiction.   Insurance services offered through 1st Global Insurance Services, Inc.       Click here to visit the Daly, Sirianni & Co. website