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Services Offered |
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As a Certified Financial Planner TM practitioner, Stephen Madeyski, CFP® provides financial plans for individuals and small business owners. Compensation is on an as-needed Fee-Only basis. Services may include: ¨ Planning for adequate retirement income ¨ Reducing the effects of inflation ¨ Advice on Asset Allocation & Investment Recommendations ¨ Specialize in Planning for Women ¨ No Investment Account Minimums ¨ Minimizing taxes ¨ Preserving & creating personal wealth ¨ Cash flow spending strategies ¨ Advice on education funding ¨ Stock option and retirement distribution advice ¨ Life, health and disability insurance needs analyses ¨ Maximizing wealth transfer at death ¨ Establishing charitable giving plans |
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Stephen Madeyski, CFP®, MBA 505 798-9496 or Stephen@MadeyskiFP.com |
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Fee-Only Financial Planning |
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Stephen Madeyski |