At Kalejta Financial Management, our team is committed to ensuring that our clients receive the guidance they deserve and the tools they need to stay financially on track. Our firm engages our clients frequently with personalized communication and intimate events and workshops. We believe that the families who chose our firm should always receive financial advice that uniquely answers to their personal needs. It is through our boutique-style, technology-driven, team approach that we commit to this promise. Our team forms relationships with pre-retired and retired families who think of our firm as a partnership. As a result, our clients feel actively involved in the process of building their wealth and protecting their dreams.
We have big hearts. In an increasingly technical, computer-driven world there are some things that cannot be replaced by computers. Relationships are the heart of everything we do. Our vision is to empower every client with the ability to develop purposeful strategies to build their wealth, protect their dreams, and acheive the retirement they deserve. Check out our business Facebook page here.
We are proud to announce that Thomas A. Kalejta will be carving out part of his time to help families who love and care for someone with special needs. Tom will be 1) guiding and educating clients on key financial topics like government benefits and insurance policies, 2) serving as a resource navigator providing one-stop educational access to information and tailored solutions and 3) personalizing life plans to fit clients' unique needs. If you or someone you know has special needs planning questions call today at (610) 831-2195.
If you have a trusted attorney or accountant and you'd like them to be a part of your annual review, we welcome their collaboration with our firm. Since our inception, we've focused on providing our clients with the most comprehensive strategies possible - and sometimes this requires other professional's expertise. We respect and encourage that sometimes we're "Better Together!" Simply let us know in advance if you plan to invite him or her to your appointment. We have several meeting spaces that are perfect for team collaboration.
At Kalejta Financial Management, nothing is more important to us than exceeding our clients' expectations. We are deeply aware of the trust our clients place in our firm. For that reason, we diligently strive to maintain a level of excellence that honors your trust. Watch this short video for a message from our President and call to schedule your retirement readiness check up today!