I personally want to take this opportunity to welcome you to my website.

 Since the founding of our firm in 1992, I have been dedicated to helping my clients     achieve financial independence by utilizing the best financial strategies available.

We practice what I refer to as "Comprehensive Wealth Management".  By taking a look at "the big picture" I am able to coordinate our clients investment planning, tax planning, and retirement planning.  I want all of our clients to minimize their risk, maximize their return, and pay the least amount possible in taxes.

Because of our relationship with Independent Financial Group, we can provide our clients the utmost in investment planning, guidance and opportunity,  free from any corporate bias or sales quotas.

I have built this firm with the simple concept of creating "clients for life".  I want to be the last financial advisor you'll ever have.  I invite you to browse our website and call me to set up a no obligation appointment to review your situation.


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Richard Bolek is a Registered Principal offering securities and advisory services through Independent Financial Group, LLC., a registered broker-dealer and investment advisor. Member FINRA/SIPC. He is licensed to discuss with and/or offer financial services and/or investment products with residents of AZ, CA, CO, FL, IL, MI, NM, PA and TX. Securities related services may not be provided to individuals residing in any state not listed above. However, it is possible for Richard Bolek to become licensed in other states.


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