EXTRAORDINARY PLANNING FOR EVERYDAY PEOPLE

preparing you for the future

your financial partners

Hudak Financial Strategies is a local, family-owned team of financial planners and asset managers dedicated to investing in people first. We identify your financial goals and outline and implement a clear plan to help you secure the future you want.

As your financial partners, we are committed to forming lasting relationships with our clients to support and guide you through all of life’s transitions.

Alex J. Hudak, CFP®
Certified Financial Planner
Registered Principal
Sue Hudak
CONTROLLER, Hudak Financial Strategies
Client Resources, RJFS

Our team approach allows us to best address your individual needs. Each member brings a unique set of skills and individual experiences to the team, allowing us to take a holistic approach to helping you manage your finances and planning for your future.

 


 

Our Specialties

· Financial Planning
· Estate Planning
· Retirement Planning
· Eldercare Resources
· Document Analysis
· Asset Management
· Business Planning
· Divorce Recovery
· Spending Planning

Services

Our goal-oriented approach means we will carefully tailor an investment plan specific to your needs. During the course of our relationship, we will be there to support you as your needs change.

Our areas of focus include financial planning, as well as planning in the areas of retirement, estate, tax, asset and business.

Learn how our experienced and diverse team can help you shape your financial future.

No matter where you are in the planning process, our financial professionals can help you craft a plan specific to your needs

The Hudak Difference

We take a holistic approach to investing, the goal of which is to connect your finances with your values, aspirations and purpose. By building that relationship, we can fully understand who you are and develop a plan that will ensure that your overall financial health is our main priority.

Our goal is to provide a clear, individualized plan for you so that you feel secure and confident as you work towards a healthy financial future.