Broker Check

Financial Services

How We Work

Our firm specializes in helping individuals and their families pursue their long-term financial goals. Each person and family require a personalized financial plan based on their individual needs and at Kubiak Wealth Management we build a customizable plan to pursue and project these objectives. We are committed to helping clients solve their problems, meet their needs, and pursue their goals.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Fee Based Asset Management Service

Mutual Funds

ETFs

Equities

Bonds


Financial Planning

Investment Management

Cashflow / Debt Management

Family Risk Management

Debt Elimination / Credit

Retirement Planning

Traditional IRAs

Roth IRAs

401(k) plans

403(b) plans

SIMPLE plans

Pension / Profit Sharing Plans


Tax Services

Individual Tax Preparation

Business Tax Preparation

Business Advisory Services

Annual Budgeting

Educational Planning

529 Plans

Student Loan Debt Analysis

Estate / Legacy Planning

Business Ownership Succession Planning

Insurance Needs Analysis

Estate Plan Analysis

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Alexander.Kubiak@ceterafs.com | 708-403-9111