Materetsky Financial Group offers comprehensive planning advice that seeks to answer all of your questions and provide you with a clear, step-by-step approach. We will analyze your current situation and through the five tenents of Financial Planning, help you reach your goals.

Protection Planning

What event could involuntarily cause a financial catastrophe?

Signing a Contract
Signing a Contract

Retirement Planning

Analysis of your income needs now and in the future.

Luxury Beach House
Luxury Beach House

Tax Planning

Comprehensive review of your tax return.

Filling Out Tax Form
Filling Out Tax Form

Estate Planning

Analysis of your current estate plan and concerns.

Couple Sitting with Financial Advisor
Couple Sitting with Financial Advisor

Investment Planning

Reviewing your investments and designing a personalized portfolio.

Business Meeting
Business Meeting

5 Key Areas Of
Financial Planning

 

Investment Planning

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs

  • Continual monitoring of your investments

  • Frequent meetings to: review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio

  • Quarterly Statements

  • Independent Advice

  • Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s

  • Aggregation of all your accounts to simplify and reduce paperwork

 

We have knowledgeable Financial Advisors that will help in:

  • Money Management

  • Retirement Plans

  • 401(k) Plans

  • Money Purchasing Plans

  • Profit Sharing Plans

  • Estate Plans

  • Tax Plans

  • College Plans

  • 403(b) Plans

 

Brief overview of the types of investments we offer:

  • Mutual Funds

  • Common Stock

  • Treasury Bills

  • Treasury Notes

  • Bonds

  • Government Securities

  • Fixed and Variable Annuities

  • Full Service Brokerage Accounts

  • Insured & Non-Insured Defined Benefit Plans

I Need Help In This Area!

Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Materetsky does not serve as an attorney, accountant, or insurance agent. Materetsky does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Materetsky’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Materetsky’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.