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Our Mission

Our Primary Purpose

Our mission is to have a positive impact on the lives of our clients by helping them achieve their goals. This is accomplished through financial planning and investment advisory services that are tailored to the specific needs of each client. 

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Vision

Our vision is to get to know and understand your needs, wants, and long term goals. We want to help you develop, implement, and monitor a plan that is designed to address your individual situation. We understand the challenges families face today - from managing debt, to saving for college, to planning for retirement. Let our family help your family.

Client Centered

We make it our mission to educate you about the financial industry - the good, the bad, and the ugly. You work hard for your money and we believe everyone, no matter how much or how little wealth they have accumulated, deserves fair and individual attention when seeking financial advice. This is why we require NO fee for our consultations, our periodic reviews, or any meeting requested by our clients.

Antonchak Financial LLC is independently owned and operated. We are not captive to any one company, product or service. We have no monthly quotas to meet or mandatory product to sell. This gives us the latitude to select from whatever investment program and insurance plan that is right for you. ALWAYS. 

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