Naperville Certified Financial Planner®
Our Financial Advisors Provide Financial Planning and Investment Management Services in DuPage County and Kane County, Illinois
As the founder of The Krajniak Group and a Certified Financial Planner® (CFP®) my passion stems from the satisfaction in helping clients pursue financial security and seeing them create a comfortable and meaningful life. This empowers our clients to live a life of significance and to do more for themselves, their families, and communities.
We seek to achieve this by focusing on communication, trust and understanding as key driving principles clients enjoy as we build personalized financial plans with our client’s best interest in mind. The Krajniak Group is well prepared to face the distinct challenges you may have or encounter in a caring and conscientious manner. Clients are encouraged to thoroughly examine the ways in which they spend, invest, save, tax and transfer wealth and then we partner with them throughout the journey by simplifying the complex and striving to deliver a premium experience.
We take pride in educating our clients to make smart decisions about their financial future and independence. We coach them to stay focused on the plan and their goals with us at their side every step of the way through market and life’s changes. If you feel I would be a suitable partner in managing your goals and objectives, I welcome the opportunity to speak further and see if working together makes sense.
Why Choose a Certified Financial Planner®?
The CFP® Board permits financial professionals to use the Certified Financial Planner®(r) designation only after certain qualifications have been met. These include not only experience requirements in the field of financial planning, but also satisfactory scores on several exams covering a wide range of financial planning concepts. CFP®s must participate in ongoing education programs to stay up to date with industry changes and refresh the knowledge being used to help you in your plan.
All CFP® professionals are held to a fiduciary standard, and are required to consider their clients' interests above their own. As a person searching for financial advice, it's important to also take into account a number of factors--such as how a professional is compensated, what breadth of financial product can they offer you (a more limited selection may mean more limited advice), and what topics your planner has experience with. For a starting point though, The Krajniak Group is a strong supporter of the Certified Financial Planning credentials.
Protecting Your Family
We develop and implement customized financial and investment strategies that seek to ensure that your family is protected from unexpected problems and unforeseen events.
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Portfolio Management
Your investment portfolio is likely to represent a substantial portion of your wealth. We will work with you aiming to build the portfolio that is most appropriate for what you are trying to accomplish in your financial plan.
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Retirement Planning
When you work with The Krajniak Group, we will do everything we can to help you retire on your terms.
Learn MoreOur Process
At The Krajniak Group, our client-first approach has allowed us to help many of our friends and neighbors throughout Northern Illinois. We begin with a series of conversations through which we aspire to fully understand your needs, values, goals, and long-term objectives. From there, we begin the process of developing a course of action tailored specifically for you and your family:
Strategy Development
Based on our initial conversations and an in-depth analysis of your financial situation, we seek to create a plan to get you where you want to go. We will explain your options and assist you in selecting the appropriate products and tools for you and your family.
Implementation
Once we have decided on a course of action, we will help you to implement your chosen strategies. This may include opening accounts, funding investments, and purchasing assets and insurance policies. We may advise you on plans we cannot manage directly as well, such as a 401k through your employer. Throughout the process, our focus is on helping you to make the choices that are most appropriate for you and your family’s situation.
Growth and Monitoring
Creating the world’s greatest financial plan does little good without following up. With your accounts and investments in place, it’s important to be sure that we update our models and review your progress together. As new opportunities arise, we will work with you to evaluate and integrate them into your plan. We lose sleep so you don’t have to.
From Our Blog
What Types of Accounts Can I Use to Save for Retirement?
Posted Jan 04, 2022
It is never too early to begin the retirement planning process. Even if you are starting your career, making regular contributions to a retirement savings account will help you begin......Read More
Have Questions? Contact Us Today
Matthew A. Krajniak, CFP®, CMFC, is the financial professional at The Krajniak Group. We are strong believers in the confidence you may gain from working with a Certified Financial Planner® practitioner. Matt and his team are ready to help you and your family manage your financial goals.
Certified Financial Planner®Chartered Mutual Fund Counselor
