Financial Solutions Tailored for Your Unique Needs

Who We Are

We are a solutions-based independent firm that is laser-focused on your financial needs. In an environment where personalized service and attention to detail have been all but replaced with faceless automation, Ftacek Financial Services seeks to combine the art of individual service with modern technology.

See What We Think

November 2020

Monthly News and Information for Current and Future Retirees Presented by Jeremy Ftacek  - NOVEMBER 2020 QUOTE OF THE MONTH “In a time of drastic...

October 2020

Monthly News and Information for Current and Future Retirees Presented by Jeremy Ftacek - OCTOBER 2020 QUOTE OF THE MONTH “Somewhere there's a score...

Q3 – Quarterly Economic Update

In this Q3 recap: stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation....

September 2020

Monthly News and Information for Current and Future Retirees Presented by Jeremy Ftacek - September 2020 QUOTE OF THE MONTH “Elegance is not about...

Personal Financial Planning

Our financial planning clients are successful professionals, entrepreneurs, and business owners that desire a long-term partnership with a financial advisor. As a new client, we will work with you to outline your goals for the future and develop a plan to get you there. Every step of our process is customized to your benefit – there are no cookie-cutter solutions.

Investment Management

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.

Group Retirement Plans

We consult with various sized businesses from small family owned stores to mid-sized companies to create a group retirement plan for their employees. Every engagement starts with a business structure evaluation to determine what type of retirement planning vehicle is best for your situation. We are focused on preparing your valued employees for a successful retirement.

 

Let Us Get To Work

Your financial journey is just beginning.

Contact us for a consultation today.

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