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.
5 Key Areas Of
What event could involuntarily cause a financial catastrophe?
The need for Long Term Care that is not planned for
Insufficient home owners/auto insurance
Health insurance/Medigap insurance that is not sufficient
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.