Szalach Financial Planning
Christa Leigh Szalach
Financial Advisor
Let's build YOUR dream together!
Our Clients
Who We Serve
Our clients come from all over the country. We enjoy working with young professionals from late 20’s to early 40’s, women decision makers, and corporate executives looking to create a tax-efficient plan.
We tend to make the biggest impact on:
- Small Business Owners with 1M Revenue+
- Veterinarians
- Women Decision Makers
- Young Professional Families
- Corporate executives
Whether you have questions about
- Paying your 401(k) taxes – When do I pay these taxes?
- Obtaining life insurance – Why do I need life insurance?
- Retirement planning – Will I be able to retire when I want?
- Simply living in the now with the assets you have – How do I put a plan together with the money I have?
We can help you create the life you deserve.
Our clients are looking for a trusted individual to help with comprehensive financial planning. They are veterinarians with student loans looking for a plan to prepare for the tax-bomb in 25 years, while not forgoing their retirement savings. They are retiring next year and don't know enough about how to manage/invest their 401(k)/current investments to ensure they don't lose them or pay too much in taxes. They are powerful businessmen/women looking to mitigate the impact of taxes and ensure they can achieve an early retirement down the road. Hearing and understanding what's important to our clients in every season of life allows our team to design a financial plan from multiple strategies specifically designed to help get you where you want to be.
I have created meaningful and trusted relationships with clients nationwide. The opportunity to become friends and trusted partners with so many people drive me daily to be the best. My clients know that they can count on me to be open, partner with them to plan, and that I have high standards. Each client is unique and my relationship with them reflects the bonds that we create.
Get a financial plan that prioritizes your priorities.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
