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

Elections, Markets, and Giving Thanks

I've got a quick note about markets and elections for you, plus some big-picture questions about gratitude at the end. First, a quick win: markets...

How are you doing?

How are you doing? How is your fall shaping up? Any gorgeous photos to share? (hit my email "reply" or post them back to us on social media and send...

What Happens Next?

I hope you're well. With markets caught in a volatile pattern of selloffs and rallies, I thought I'd do a quick round-up of what we know (very...

Summer Rally Already Over?

Hey, what's going on with markets? I’ve got some thoughts to share. Just a few short 30 days ago, we experienced the broad-based markets in rally...

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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Ftacek Financial Services, Inc.