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Planning Services

Our CERTIFIED FINANCIAL PLANNER™ offers a variety of planning services for a truly holistic approach.

Financial Planning

Once we have ascertained your financial position, we create a custom  comprehensive plan for all of our clients. Our comprehensive 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.

tax planning

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 can be   vital in the financial planning process.

legacy and estate planning

Legacy planning is a more 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, the distribution of your  estate, and a clear plan to pass on your legacy.

protection planning

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 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.

College funding

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.

Check the background of this advisor on FINRA’s BrokerCheck.