CONNECT

Address:

Branch Office:
13540 W. Camino Del Sol #4
Sun City West, AZ 85375

Phone:

623-975-2881
Toll Free: 800-249-4573

Fax/Other:

623-975-3414

Our Services

The financial management process at The Financial Planning Offices of RICHARD W. BOLEK, CFP® begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you`re confident in and comfortable with the financial strategies we recommend.

Some of the services we offer:

1. Investment planning
2. Tax planning and preparation
3. Retirement planning
4. Estate conservation
5. Risk management
6. Cash management

 


 

Email Rich at:  rbolek@financialplanningoffices.com