Fiduciary Standard
The fiduciary standard requires individuals or entities to act in the best interests of their clients or beneficiaries, placing their needs ahead of their own and maintaining both loyalty and transparency.
Stan Malecki, AIF® and Eric Stiles, CFP® provide services to our clients that are held to a Fiduciary Standard, which always puts the client’s best interest first.
Financial Planning
Financial planning is the strategic process of assessing, managing, and creating a roadmap to pursue your financial goals and aspirations.
A knowledgeable financial advisor, such as those at Malecki Financial Group, can help you identify your current financial situation and develop a personalized plan, providing guidance on budgeting, investing, retirement planning, estate planning, insurance, and more.
Asset Management
Here at Malecki Financial Group we believe in the tried-and-true guidance that investors have used for years: think long term.
It’s important to have the right mindset when investing—and that requires avoiding the “get rich quick” attitude.
College Planning
Preparing for your children’s education should be an exciting time for your whole family. Unfortunately, it’s often more anxiety-ridden than anything else.
When you come to us for your College Planning needs, we aim to relieve that burden and allow you to go back to enjoying this pivotal time period in your family’s journey.
Protection Services
A complete financial plan must include life insurance. Even after we're gone, we can still support our family financially. Life insurance provides a payment to your family when they no longer receive your salary.Our business is built on a foundation of thoughtful client relationships.
Retirement Planning
We specialize in retirement planning, recognizing the challenges it brings. Our services provide comprehensive assistance, simplifying the process for you.
Our experienced financial advisors work closely with you to design a personalized retirement plan that aligns with your goals. We offer professional advice to maximize your savings and optimize your investments.
Exit Planning
An exit plan is a strategy employed by business owners, entrepreneurs, or shareholders looking to retire and protect their business in case of death or disability.
Only 4% of business owners have a written plan for what they would do post exit transition. Continue building your financial confidence today with a customized exit plan for your business.
Estate Settlement
Estate planning is the process of organizing and legally documenting how your assets will be managed and distributed upon your death or incapacity, ensuring your wishes are followed and your loved ones are provided for.
By taking the time to settle your estate now, you can spare your family from confusion and the need to guess your wishes later on.