Kuleck Financial Planning offers financial planning, financial coaching, investment consultation, and educational workshops. Services cover cash flow, debt management, education funding, retirement planning, risk management, estate and tax planning, and business consulting. Kuleck Financial Planning does not manage client assets directly. A complimentary initial interview is conducted to determine client needs and goals.
Assets Under ManagementN/A
Clients10
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Kuleck Financial Planning does not directly manage investments. The firm provides investment consultation services, offering advice on investment vehicles, strategies, asset selection, and portfolio design. They can assist with your investment account if it is maintained at another broker/dealer or custodian.
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