Stephen Madeyski (CFP®, MBA)

Stephen Madeyski focuses in the
following client markets or areas of practice:

Hourly

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

Stephen Madeyski Financial Planning offers hourly, fee-only Financial Planning advice on virtually all areas affecting the financial well-being of families and small businesses (retirement, investments, debt reduction, education, estate planning, insurance, tax planning and life transitions). No investments are managed, but existing portfolios are evaluated, and recommendations made to structure a portfolio that takes on as little risk that is necessary to achieve financial goals. Generally, low-cost index funds are recommended. There is no minimum account balance required to become a client. Financial Planning services generally focus on advice that is long-term in nature. Stephen tries to educate clients about their financial situation, and keep the use of financial jargon to a minimum. Additional information can be found at www.MadeyskiFP.com.

Additional Information

Stephen Madeyski Financial Planning provides sound, unbiased advice on everything that touches your financial life. To provide the best possible service to clients we learn about your financial priorities and help to refine your goals and resolve conflicting objectives, thoroughly evaluate opportunities to clearly frame possible courses of action, and work to simplify complicated financial matters and determine the best course for you. Stephen is committed to helping clients make the most of their financial life.