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Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
With more than 70 years of combined experience, Financial Consultants & Wealth Managers, Cynthia Brown Komarek and Grant C. Birkley are financial advisors who assist their clients with wealth management. Our services help to guide clients throughout their financial lives, from saving for retirement and education funding to living in retirement and managing their wealth transfer strategies for future generations. We assist a range of clients, including individuals, business owners and families, with access to a broad array of company resources including research, market specialiests, and a breadth of services. Our mission is to assist you in understanding the opportunities and potential rewards that become available when you take a proactaive approach to your personal financial situation. We strive to educate our clients regarding financial concepts behind investing, retirement, estate investment planning and wealth preservation strategies, thereby helping you understand your situation and meet your goals for a more secure financial lifestyle.
Who We Are
Financial Consultant & Wealth Manager
Senior Registered Assistant