Protecting Your Family Through Financial Planning in DuPage County

DuPage County Family Protection Planning

Certified Financial Planner® Helping to Ensure Your Family's Best Interests Are Protected

At The Krajniak Group, we know how hard you have worked to build a solid financial foundation for your loved ones. We are also acutely aware of how quickly everything could come tumbling down if you are not adequately protected from unforeseen events. With so much in life being so uncertain, it is critical to work with a qualified financial professional who can help you create and implement financial management strategies that mitigate risks and serve your family's best interests.

Matthew A. Kranjiak, CFP®, CMFC, is a Certified Financial Planner® (CFP®) who understands that protecting your family means more than just limited risks. It also means setting them up with the resources they will need when you are no longer able to provide for them. At our firm, we also realize that protecting your family may involve strategies that protect and distribute assets for many generations to come. It all comes down to what (and especially who) is important in your life.

Our Client-First Approach

Part of being a Certified Financial Planner® is putting the clients' needs and best interests above all else. At The Krajniak Group, our clients are always our top priority. When you choose to work with us, we begin with a series of in-depth conversations about you, your family, your life, your finances, and your short-term and long-term goals. These conversations form the foundation of a solid advisor-client relationship that will last for many years.

By committing to ongoing relationships with our clients, we are well-equipped to identify potential problems before they become serious emergencies and to address them quickly. Our approach also allows us to anticipate our clients' needs and to make suggestions about updates to their existing investment strategies to accommodate a changing financial situation. With this in mind, we encourage clients to choose a financial planner with the same attention to detail that one might use in choosing a doctor or attorney. Who you choose to work with makes a difference.

Trusted Financial Advisor in DuPage County

At The Krajniak Group, we offer a wide range of financial planning and investment services. Our goal is to help our clients manage their wealth properly so that they can live comfortably in the future and leave a legacy for future generations. Speak with us today about how we can help you with:

  • Financial planning and investment management: Our team will work with you in diversifying and managing an investment portfolio that balances your financial goals with your level of acceptable risk. We can help you find the right investments, tools, and instruments to meet your needs in a manner with which you are comfortable… but that also supports your stated goals.
  • Retirement planning: You have worked hard to earn a comfortable retirement, and we will do everything possible to put the pieces in place for you to do so. From choosing the right type of retirement accounts to managing income from a vested pension, we will be there to help you every step of the way.
  • Social Security and Medicare planning: As part of your retirement plan, you need to know how your eligibility for Social Security and Medicare benefits will affect your situation. For some people, understanding how benefits are affected by your employer—such as from a Windfall Elimination or from a pension that includes a Social Security Offset provision—is paramount to making sure the models we create are relevant. Programs such as Social Security can be enormously helpful when they are accounted for and used correctly.
  • Estate and legacy planning: Our team can help you prepare to transfer your assets to heirs, beneficiaries, and charitable organizations following your death. We can help you explore short-term and long-term strategies for passing down your wealth.
  • Risk management and insurance: A comprehensive risk analysis should be part of any financial plan. With this in mind, we will help you identify and understand your risks and acquire the appropriate insurance coverages to mitigate such risks.

Let Our Family Help Yours

For more information about protecting your family through comprehensive financial planning, contact our office. Call 630-364-2406 to speak with a Certified Financial Planner® about your unique circumstances today. We serve clients in Kane County, DuPage County, and throughout the Chicagoland area.

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