The Olsheski-Kozisek Group
The Olsheski-Kozisek Group of CERTIFIED FINANCIAL PLANNER™ professionals has one mission – to help ensure our clients have a personal wealth strategy that aligns with their goals and purpose. Financial Freedom can be accomplished at any level and is more about freedom to continue your lifestyle and security of knowing you have a plan. Our team is made up of competent professionals who take a comprehensive view of your entire financial situation to help you fulfill what is most important to you. We understand that your circumstances are unique and we work with you to create individualized strategies for your specific needs and objectives.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
AAMS™, ChFC®, CDFA®, CEPA®, CFP®, CPFA™
AWMA™, CFP®, CRPS™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
