I DO NOT SELL any products and have no hidden agenda.
I am here to give professional advice at an affordable price!
Fee Only Planning
I only work with individuals and businesses who are fully committed to achieving their financial objectives.
In order to do this, I need to know and understand your expectations from me and make sure you know and understand my expectations from you. I will do this before we enter into any arrangement.
With over 40 years experience, my fees are reflected in my intellectual property, knowledge and wisdom, not brick and mortar or marketing and advertising expenses. As mentioned all fees will be discussed before any engagement or arrangement is agreed upon.
Detailed list of fees and services are in the ADV brochure; available upon request.
I DO NOT SELL ANY PRODUCTS.
I am the Managing Principal of Wyrostek Financial Group, LLC. Having over 40 years experience as a small business owner, specializing in business and financial consulting, I have helped hundreds of individuals and small business owners accomplish their goals and objectives, while maintaining a balanced life.
I hold the following credentials:
CERTIFIED FINANCIAL PLANNER™ Professional ..CFP®
Chartered Life Underwriter..CLU
Chartered Financial Consultant..ChFC
Accredited Estate Planner..AEP
Enrolled Agent..EA (retired)
Certified Master Coach..CMC
Author of "Please Give Me Success This Day"
(Available at Amazon.com)
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
9966 SW 78th Ln, Ocala, Florida 34481, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment