ABOUT
Our Story
What is a ChFC?
Matthew Stelmaszek, a former active duty firefighter and is now utilizing his ChFC to provide assistance to his fellow firefighters, service members, government employees, veterans, and their families.
He offers a wide range of services, including the of financial planning and risk management, income tax strategies for individuals, small businesses, corporations, and more retirement planning, investing, and estate planning strategies for success, special needs planning, gift planning and inheritance, insurance, and more.
With his expertise and experience, he is able to provide comprehensive support to those he serves.
The Chartered Financial Consultant designation is a professional that represents the successful completion of a comprehensive course of financial education, examinations, and practical experience.
This designation is granted by the American College upon the completion of seven required courses and two elective courses.
Individuals who have earned this designation are widely recognized for their extensive knowledge in financial matters and their ability to provide sound advice to clients The rigorous coursework and practical experience required to earn this designation ensure that Chartered Financial Consultants are highly qualified professionals who possess the skills and expertise necessary to provide exceptional financial guidance.
How We Operate
01.
Initial Meeting
Determine Goals
02.
Build a Plan
Evaluate Scenarios
03.
Present Plan and Recommendations
04.
Plan a Path Forward
05.
On-going Support