Thinking about retirement? Your financial future? Your families financial future? Or have big financial questions?

Daniel J. Smyczynski, CFP® established himself as a CERTIFIED FINANCIAL PLANNER™ Professional in July of 1988. And in 2018, his son, Travis A. Smyczynski, CFP® joined his practice. For over 35 years, our main focus has been on financial planning so that our clients can find their personal vision of financial success. As your advisors, our job is to guide you to the answers to your financial questions, so that you can make the best informed and educated decisions about your financial future. We have designed our website to show you how we can help make your financial lives and retirement in alignment with your goals. We want you to learn more about our process to give you a framework to be able to evaluate us or even other firms you may be considering with your financial future. Whether you are just starting to plan for retirement, have already retired, or are somewhere in between. Our goal is to help you develop strategies to protect your assets, accumulate your wealth, effectively distribute a retirement income and/or build a lasting legacy. Our first priority is helping you take care of yourself and your family.  We believe that long-term relationships, that encourage open and honest communications are the cornerstone of our firm. As our goal is to help alleviate many of the fears related to the world of finances and thus to promote your confidence in your long-term financial success.