Guzek Asset Management, Inc. offers personal financial planning services including cash flow analysis, income protection analysis, education planning, asset allocation analysis, retirement income planning, business planning, income tax planning, and estate planning. These services are tailored to each client’s specific goals and needs. Guzek Asset Management does not review property & casualty insurance.
Assets Under ManagementN/A
Clients428
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly financial planning consultation — Fees range from $150 to $250 per hour.
- Flat fee financial planning consultation — Fees range from $150 to $10,000 depending on the complexity of the plan.
One-Time Plan:$150 - $10,000
Hourly Rate:$150 - $250/hr
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