It’s easy to find financial advice. It’s much more difficult to get time, clarity, and perspectives that are focused on your unique situation. At Pickarski Financial Group, one of the things that sets us apart is our ability to bring you several types of professionals in one integrated team.
Our services cover everything an individual, business owner, or investor could need, including:
With our flexible accounting plans, you can get weekly, bi-weekly, or monthly service to fit your needs and budget. From QuickBooks entry to comprehensive reports and financial planning, our team of CPAs can help you keep your business finances on track. If you want to keep your bottom line healthy without giving up your time, we can help.
Payroll doesn’t have to be a headache. Not only can our team manage transfers and payments (including required deductions like child support, garnishments, or other deductions), we can do it for a fraction of what other major competitors charge. And, you get the added benefit of having a single point of contact who knows you and your business.
From comparing plans to administering retirement accounts, our team knows what it takes to keep benefits simple. We’ll work with you to find cost-effective (or even no-cost) options that make life easier for your employees while helping you attract and retain top talent. You can do more for your staff with our team on your side.
Social Security Planning
How do you maximize your future Social Security earnings while also retiring on your own terms and timeline? You can start finding those answers from your first meeting with our team. We will help you analyze your retirement strategy, along with your plans and financial situation, to maximize your Social Security earnings as quickly as possible.
Retirement plans aren’t just about numbers, calculators, and simple rates of return – they need to account for your vision of the future. Once we understand what you want life to look like after the current phase of your career, we’ll help you navigate the steps needed to get there. Then you can have the peace of mind that comes with knowing you’re on the path to financial security.
Business Succession Strategies
Every business owner should have an exit strategy, even if that exit is years or decades into the future. Not only can that help facilitate the sale of the company to a new owner or the handoff to the next generation, but it can also prepare your family and employees for unexpected contingencies. At Pickarski Financial Group, we make the detailed business succession planning process easier.
The right insurance policies protect what you love and need while giving you peace of mind. Our team can help you find low-cost life and business policies that shield you and your loved ones from the blind spots of life. In the process we ensure that if the unexpected ever arrives, you will have the right resources in place.
What really makes our firm special isn’t what we do, though, it’s how we do it. We have been growing for 25+ years on the strength of word-of-mouth advertising for one simple reason – we take the time to get to know our clients and treat them like friends. When you work with us, you’re never left scrambling for answers or dialing prompts through an 800 number.
If you’re looking for a higher standard of financial advice and personal service, contact the Pickarski team today to schedule a consultation and see how we can help.