About The Krajniak Group

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 my clients to live a life of significance and to do more for themselves, their families, and communities. 

 

We pursue 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 at all times. The Krajniak Group is prepared to face any 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 delivering 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 we would be a suitable partner in reaching your goals and objectives, we welcome the opportunity to speak further and see if working together makes sense. 

Meet Matt

Dedicated to helping our clients create a better financial future

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, we will work with you to create a plan that addresses what’s most important to you, while considering your entire financial picture. And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Our Process

Making the Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Meet Your Advisor

Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
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Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
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Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in reviewing your situation so your estate benefits the people and charities you care about most.
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Meet Your Advisor

We help build, manage, preserve and transition wealth for our clients.

Articles

Is it Time to Panic Yet?

Warren Buffet once famously said, “Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” I’ve been getting a number of questions in the past few weeks about what I think is going to happen in the market. Is this a good time to sell? Do you think the market is going to keep going down? Should I be putting money in?