Marek Financial's Mission:
Improve the economic well-being and quality of life for every client. Marek Financial's Mission:
Improve the economic well-being and quality of life for every client.

Values:
Vision – Optimism – Respect – Integrity – Wisdom - Presence

Who We Are:
Marek Financial is an independent financial planning practice dedicated to providing only those client experiences that are unique and most beneficial.

What We Do:
At Marek Financial, our team of advisors and consultants is dedicated to developing comprehensive financial plans for engineers, business owners and professionals in medical, oil and gas, sales and legal industries throughout the country. We are fully committed to the value of building enduring relationships with our clients. This objective is accomplished through addressing client concerns while supporting their personal, professional and financial needs and priorities.

Why We Do It:
We are extremely passionate about helping people achieve their objectives for the accumulation, growth and protection of assets. Building enduring relationships enables us to have positive impact on the lives of every client who provides us with their trust and confidence. As we build lasting legacies for our families, we seek to help all clients provide the same protection for their families.

The Process:
Fully knowing and understanding our clients initiates our process. If we mutually determine that our team is a good fit, we will proceed to build a truly meaningful and lasting relationship. Initially, we will gain an understanding of where you are currently from a personal, professional and financial standpoint. Together we will discover what is important and what is not. Through our top-notch software and team of trusted and accredited financial professionals, we will assemble a truly comprehensive financial plan.

Next, we recommend concrete recommendations that are specific to you and your needs. You chose from our options and we accomplish the rest for you. Because life changes are inevitable, we meet annually with you, to update your strategies. If anything else occurs in your life, we are a simple call away. You are at the center of what we do and we look forward to your contact.

What you will want to bring to our meeting:
-Statements on: 401(k), IRA, Roth, Simple, SEP and other investment accounts
-Year-to-date paystub
-Previous year's tax return
-Monthly cash flow analysis
-Will & other legal documents
-Insurance contracts
-Employee Benefits Package

To learn more about how Marek Financial can play a vital role in your path to financial security, please contact our office at (303) 584-1147 or marek@financialguide.com.