Phil Hayduk, CFP®

Many people think that developing financial strategies to reach their goals is a very daunting task. And, in most cases, they don’t move forward because they are uncertain as to what the next steps should be for them.

I work with my clients to breakdown and customize their financial strategy into small manageable tasks and point out the key next steps to keep them moving forward toward financial security and prosperity.

Some of the areas I can help include:
- Wealth Accumulation and Retirement Planning
- Risk Management Strategies
- Estate Planning and Wealth Preservation Strategies
- Financial Planning and asset management strategies

For my business clients, I can help with:
- Executive Benefit and Deferred Compensation Plans
- Employee Financial Planning and Seminars
- Business Succession Planning
- Employee Benefit Plans, Pension and 401(k) implementation

Above all, I am committed to building long-term relationships with my clients. As time goes by, my clients can count on me to be there to help them deal with the inevitable changes that are a part of life and to help them stay on track to meet their financial objectives.

California Insurance License #: 4115517

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.