Our CERTIFIED FINANCIAL PLANNER™ offers a variety of planning services for a truly holistic approach.
Once we have ascertained your financial position, we create a custom comprehensive plan for you. This plan takes into consideration your own personal financial goals, whether it includes that big vacation you want to take, college savings, or just to retire and not outlive your retirement assets.
Taxes can be an important factor in a proper wealth management strategy. We can help advise on how taxes will impact your financial future. Understanding how taxes affect our short and long term goals is a vital part of the financial planning process.
legacy and estate planning
Legacy planning is a holistic approach to estate planning. It is a financial strategy that involves the creation of a individualized plan for wealth management while you're alive... and a clear plan to pass on your legacy. How will you be remembered?
Planning for the unexpected provides peace of mind and security for our clients. You can't always see over the horizon, but you can plan for it. We can help you prepare for the unexpected events that might impact your family's financial well-being.
retirement income strategies
Without proper planning, you could outlive your assets. With proper planning and appropriate retirement income strategies, it is possible to alleviate some of the common concerns our clients face.
Planning to save for your children's education and/or college can be a daunting task--especially for new parents. We can help you plan for these life events and help guide you to the right type of education funding accounts (such as UTMAs or 529 plans).
*Matt Krajniak offers securities through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. The Krajniak Group is a marketing name. **Tax and legal services not provided by Royal Alliance.