At Kucharski Financial Services, clients come first.
With over 30 years experience, we have found that a team approach is the most effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. This coordinated client-centered approach has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
We commit ourselves to our clients’ financial goals as if they were our own. Our clients in return seek a committed relationship that is equally beneficial for both parties. We serve as your financial guide and proactively answer your questions and provide the resources you require to make educated decisions that will serve your best interests and objectives.
What Is A CFP?
CFP® Professionals Are Held To Strict Ethical Standards To Ensure Wealth Planning Recommendations Are In Your Best Interest. What’s More, A CFP® Professional Must Pass The Comprehensive CFP® Certification Exam And Demonstrate Years Experience Related To Delivering Wealth Planning Services To Clients Before They Can Call Themselves A CFP® Professional.
The CFP Board Defines The CFP® As A "Mark Of Excellence" And That "CFP® Professionals Take A Holistic, Personalized Approach To Bring All The Pieces Of Your Financial Life Together. As Part Of The CFP® Certification, CFP® Professionals Also Have Made A Commitment To CFP Board To Act As A Fiduciary When Providing Financial Advice To A Client. This Means They Have Agreed To Put Your Best Interests First, So They Can Provide You Confidence Today And A Secure Tomorrow".