John Chladek (CFP, MBA)

John Chladek focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

WHY SHOULD I HIRE CHLADEK WEALTH MANAGEMENT AS MY FINACIAL ADVISOR?

Great question. But first, let me explain why you shouldn’t hire us.

If you’re looking for a financial advisor who will trade stocks, bonds, and mutual funds in an attempt to “beat the market,” you’re in the wrong place.

Why? Because we focus on what you can actually control. Predicting if the stock market will go up or down, or guessing what the Fed will do next, are not things you can personally control.

But if you’re interested in things like taking control of your cash flow, saving money on your taxes, reducing investment expenses, and improving your asset allocation to meet your goals, keep reading.

As a client of Chladek Wealth Management, you can harness the talent, expertise, and experience of a highly qualified CERTIFIED FINANCIAL PLANNER™ professional.

Together, we can show you how to achieve your goals while building wealth to accomplish what’s important to you in your life.

And we’ll do it as your fiduciary, which means we always work in your best interest (not anyone else’s).

You should consider hiring Chladek Wealth Management if you want to:

  • Determine, once and for all, if you are on track to reach your financial goals.
  • Make your investment plan simple, cost-effective, and personalized to your goals.
  • Implement tax strategies that will reduce your tax bill and increase the success rate of your financial plan.
  • Optimize your insurance policies to maximize protection and save you money.

Schedule your Discovery Meeting here.

Additional Information

HOW IT WORKS

We’ll organize your finances and design a solution that empowers you to:

  • Take control of your cash flow
  • Develop a realistic savings plan
  • Invest according to your values and goals
  • Grow your wealth to attain financial freedom

We don’t sell products. We never receive commissions for what we recommend. And we always work for you as your fiduciary.

HOW DO I KNOW IF I’M A FIT FOR YOUR FEE-ONLY FINANCIAL PLANNING SERVICES?

Our guess is that you landed here for one of two reasons:

  1. You currently have a financial advisor, but you’re interested in a second opinion.
  2. Life is starting to get a little more complicated and you don’t have the time to balance work, family, and finances.

If this sounds like you, we can help!

HOW CAN WE WORK TOGETHER?

The first step is a free, no-obligation Discovery Meeting. This is simply a time for us to learn more about you through a series of questions to better understand your situation.

At the end of the Discovery Meeting, we’ll have gathered enough information to put together what we think would be a good solution for you. We won’t be asking you for a commitment, nor would we even accept a commitment, at this meeting. This is NOT a time for us to sell you anything or convince you that you need our help. We value long-term client relationships, not a quick transaction.

Schedule your Discovery Meeting here.

NAPFA Start Date

October 24, 2017

Submit
Submit

This Office

12900 Metcalf Avenue Suite 210 Overland Park, KS 66213-2600 Phone: (913) 402-6099