A Unique Approach to Financial Planning

Financial planning built around you!

Adopting a holistic approach, we understand that planning is not a product – it’s a philosophy – and the core of our culture. After all, you’re the client, NOT your money.

Ogorek’s process centers around the CFP Board’s Financial Planning Practice Standards which have served our clients well through the years.

We’ll help you create a customized plan that:

  • Reflects the lifestyle you want.
  • Prepares for a longer life expectancy.
  • Accounts for rising healthcare costs.
  • Maximizes your Social Security benefits.
  • Minimizes income and estate taxes.

1. DISCOVERY

  • Personalized one-on-one consultation.
  • Identify your goals and concerns.
  • Develop holistic approach to financial planning

2. ASSESSMENT

  • Gauging your comfort with stock market volatility.
  • Review all pertinent financial documents.
  • Detailed examination of your cash flow.

3. DEVELOPED SOLUTIONS

  • Plan your investment roadmap, presenting and weighing all options.
  • Educate and implement informed strategies.
  • Collaborate with your entire financial team for seamless integration

4. MONITORING

  • On-going service, support & financial solutions.
  • Secure Client Center portal available online.
  • Track and update metrics, ROI & success of your plan.
  • Help you succeed in living the best life possible.