Welcome to Kalejta Financial Management

Kalejta Financial Management delivers interactive, personalized financial planning strategies that are directly created for the families we serve. These strategies help our clients to help build their wealth and protect their dreams for their loved ones.

Whether our clients desire to fund their children’s education, retire confidently and comfortably, efficiently transfer assets to their heirs or potentially achieve higher rates of return on their investments while reducing tax liabilities, we have the experience and the tools to assist.

Many of the families with whom we work started out trying to manage their own finances and investments, but their plans were incomplete or abandoned. Other families first chose another financial institution that offered a big name, but provided a “cookie cutter” financial planning approach.

Our company difference is a relationship-driven firm wide process that is dedicated to the synergistic partnerships that we have built with each of our clients. We create uniquely personal experiences by knowing our clients and their families by name and we focus on their goals and dreams. The cornerstone of this process is our experience, knowledge and education.

Clients who engage our team can navigate their financial future with confidence by following the plan that we have created together. Kalejta Financial Management helps to build assurance that our clients’ financial goals and dreams are within reach and can have a long-lasting multi-generational effect. In conjunction with regular reviews this customized approach helps increase our clients’ chances for financial success.

 

About Us

We are a financial services firm offering personalized fee-based financial planning strategies that are created for the families we serve. To learn more about how our team could potentially help your family call 610-831-2195 today. 


Annual Review Packet

Have an upcoming Annual Review appointment? Please complete the revisable Annual Review Packet and email it to kalejtafinmgmt@kalejta.com.


Retirement Resource Center

Kalejta Financial Management announces launch of 'Retirement Resource Center' 10/1/2012.


Request Info

Click here to fill out our new Request Info form and we will contact you shortly.

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