Our Unique Financial Advising Process | Malecki Financial Group

Our Difference

The Malecki Financial Group Difference

ATS Can Guide You Toward Continuous Income

The ATS investment strategy is designed to help maintain your lifestyle, keep pace with inflation, and maximize future income growth. This unique process provides a structured and flexible investment strategy, where every dollar is efficiently utilized for immediate needs, future security, and long-term goals.

An Exclusive Three-Pronged Approach

Using the ATS model, we make investments to cover your immediate needs, while supporting mid-term stability, and long-term growth. This generates a well-rounded, long-lasting financial strategy tailored to each phase of your life.

Money for Now

Money for Your Future

Preserving Wealth

A Strategy to Create Stability

The ATS is a sound strategy used in combination with the highly experienced and knowledgeable Malecki Financial Group staff. You have the support of a process that helps you grow, maintain, and benefit from your wealth.

A Tool to Create Income Now and for the Future

The ATS approach encompasses three segments:

Determining immediate income: Investments lasting five to seven years, buying time for the future income segment’s growth.
Focusing on Future Revenues: This strategy provides more time for your long-term investments to expand by bridging immediate income returns and growth segments.
Planning For Long-Term Growth: Some investments are designed to grow untouched for several years, addressing risk and future financial needs.

Building Your Future On a Strategic Foundation

No matter where you are in life, the ultimate goal of ATS with Malecki Financial Group is the ability to support your outdoor, active lifestyle now and in retirement. In an ideal scenario, the ATS approach grows wealth that is available and distributed throughout your lifetime.

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*All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Get to Know Us

Malecki Financial Group combines collaborative planning with a forward-looking philosophy to help you build and maintain the active lifestyle you envision.

Learn About the Firm

Who We Work With

For more than 50 years, we’ve worked with individuals, families and business owners nationwide, helping them secure a financial future to have the lives they envision.

Connect With Our Clients

Our Team

With over 50 years of experience in financial planning, Malecki Financial Group stands ready to provide you with the know-how and services to move you closer to your financial goals.

Meet Malecki Financial Group