Seleskie Financial Mission
"To deliver clarity and confidence to the financial future of our clients through
the utilization of a comprehensive planning process."
Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, Joel Seleskie can help. Joel and the Seleskie Financial team understand the complex financial issues and the ways in which these issues might affect your future.
Financial planning requires a commitment of time—yours and ours. We will work to understand your current personal and financial circumstances and your goals for the future. We will work to do more than determine a planning solution. We will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.
And we'll stay in touch, so as your needs evolve over time we can make the changes necessary to protect your overall financial picture for the future.
Let Seleskie Financial help you ensure your financial future is all you want it to be.
Business Planning Solutions
We believe that successful small businesses effectively link their planning strategies with the income and estate planning goals of their owners and key executives. A business that ignores these considerations may open itself to problems that threaten continued growth and, ultimately, survival. Two critical business challenges are offering benefits that serve as incentives to key employees – both within and outside the ownership group – and providing for a smooth succession by funding buy-sell agreements. These strategies help ensure that business owners and executives are able to pass along the maximum level of assets to their heirs at the least tax cost.
Items to consider addressing in a business plan may include:
As your financial issues evolve, Seleskie Financial will be there to help you resolve them. Together, we will find the solutions to help you complete your financial picture.
- "Forward Thinking"
- "Feeling More Secure"
- "Business Benefits"
- "Providing an Emergency Lifeline"
- "Group Disability Income"
Articles & White Papers
Financial Tools & Calculators