Our financial planning clients are successful professionals, entrepreneurs, and business owners that desire a long-term partnership with a financial advisor.
Every step of our process is customized to your benefit – there are no cookie-cutter solutions.
We build customized portfolios for clients, using their risk tolerance, time horizon, and personal needs to create a mix of investments intended to grow and/or generate sustainable income.
Contact us to schedule a collaborative planning session where we identify how an investment management strategy can help achieve your financial goals.
We consult with various sized businesses from small family owned stores to mid-sized companies to create a group retirement plan for their employees.
We are focused on preparing your valued employees for a successful retirement.
At Ftacek Financial Services, we work with affluent families, business owners, and philanthropists to design estate strategies that go beyond documents and asset lists.
Our integrated approach considers family dynamics, tax implications, long-term stewardship, and charitable intent, so your wealth serves its greatest purpose across generations.
Join our insider's list and don't be on the outside looking in.
.jpg)
