Get answers to your questions about Fedak Financial Planning as well as our fee-only financial planning and investment management services.
A fiduciary financial advisor is one who is not only ethically required but legally obligated to always act in your best interests. As a fiduciary, this means Fedak Financial Planning is here to help you make informed decisions about your retirement, taxes, stock options, inheritance planning, and overall wealth management by providing objective financial planning and investment management built around your goals, not commissions or product sales.
We offer comprehensive financial planning services such as retirement planning, education planning, investment management, tax planning, insurance planning, estate planning, and more. Our services will be tailored to your unique goals and financial situation and can be project based or on-going. For more details, visit our services and fees page.
Absolutely! While we love serving our neighbors in New Milford, CT, we can, and do, work with clients located anywhere in the United States virtually.
Navigating your financial future can be complex, but you don’t have to do it alone. Whether you’re preparing for retirement, saving for college, interested in investment opportunities or seeking guidance for a specific question, having a trusted fiduciary financial advisor can make all the difference. Contact Fedak Financial Planning today and start designing your financial future.
Not all financial advisors are fiduciaries. Many are registered brokers or insurance agents and they aren’t held to the same standards, which means they don’t have to act in your best interest. Fiduciaries are required to avoid and disclose any conflicts of interest and every recommendation they make must be based purely on what serves your financial goals. Choosing to work with a fiduciary ensures that your financial advisor is committed to transparency and integrity.
We operate as a fee-only advisory, charging a transparent fee based on the scope and complexity of services. All fees are disclosed and agreed upon in advance through a written agreement and are paid directly by the clients. We do not receive any commissions or compensation from third-party financial products. For more details, visit our services and fees page.
Yes. Thanks to my prior career as a Physician Assistant, I’ve developed specialized experience helping many different healthcare professionals with the unique financial challenges they face, such as managing high student load dept and consolidating multiple retirement accounts, but I also work with individuals and families from many other backgrounds as well.