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!
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.
*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognition from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com
We’re living in a time where more young adults are opting to stay longer at home with mom and dad. Of course, a variety of factors are contributing to this trend and I’m sure some parents are more comfortable with it than others. After all, raising financially independent children should be one of our many goals as parents. For parents of children with special needs, however, raising little ones who will one day grow up and leave the nest often isn’t an option. These parents must begin coping with the reality that their son or daughter may likely never achieve this kind of independence. If you have a child with special needs, or you know someone who does, we'd like to sit down with you to discuss cost-free, simple (but important) places to start. Give us a call.
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.