Why Us?

What Sets Us Apart

Complete Independence

Because we are Independent Financial Advisors, we are not beholden to certain products or third parties. We are free to assess all available financial-life solutions for our clients. This makes it so our guidance is based entirely on merit and uniformity with your overall strategy.

High Ethical Standards

As a fiduciary, we adhere to the highest standard of care by acting in your best interest and avoiding conflicts of interest. We have no hidden fees, incentives, or compensation that may prevent us from providing advice tailored to you and your family’s well-being. 

Extensive Expertise

Our team brings experience, wisdom, and skills that allow us to address complex financial situations and provide astute coaching. Kyle Lukaszewicz and Darlene Lukaszewicz certifications and education, respectively,  include the following: ChFC® (Chartered Financial Consultant), CFP® (Certified Financial Planner).

Boutique Firm with Exceptional Resources

Unlike most smaller firms, we don’t just provide the personalized care of a boutique firm but the resources and capabilities of a much larger practice. Our balanced team approach to client relations allows us to be readily available to assist you with your immediate needs in regards to your plan.