I empower my clients to make the most of what they have dedicated their life's energy to earn and accumulate.
With a menu of services, you can choose which financial planning and investment management options best meet your needs.
Ira Fialkow
Certified Financial Planner™
RETIREMENT INCOME CERTIFIED PROFESSIONAL®
What Makes Fialkow Financial Planning Different
Transparency
The highest quality and care in planning and advice provided on a fixed fee or hourly as-needed basis. No hidden fees or other forms of compensation.
Holistic Approach
A broad view of your financial life and attitudes are considered in developing your plan. Wealth is defined as what is most important to you.
No Product Sales
We are process based and provide knowledge and expertise in developing a plan that is in your best interest, and then assist in implementation.
Clarity
You’ll know where you stand financially and what actions will provide you the greatest opportunity of reaching your goals. Straight talk and clear action plans.
Accessibility
No minimum asset or net worth requirements. We believe everyone should have access to quality planning.
Service Options
Choose the financial planning option that best meets your needs without any long-term commitment. Investment management services are available as an option and not required.
Who We Work With
Starting Out
“What should singles and young families be doing to build a solid foundation?”
Career Professionals
“College Savings, Retirement Savings, Our Aging Parents, how do we prioritize?”
Pre-Retirement
“When can we retire and not outlive our money?”
