Seminole Reporting

Papa & Kaczor Financial Specialists Papa & Kaczor Financial Specialists stays true to our core investment strategy for their wealth management services utilizing a low cost fee based, investment management program that uses institutional asset class mutual funds to build broadly diversified portfolios customized to each client's personal financial goals, risk tolerance and investment time horizon. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Financial planning is a big topic. It is important to know what concepts, techniques and solutions best fit your personal situation. Most people have no idea of where to begin and often make a plan by adding things that can counter the effectiveness of decisions they have made or will make later. While we cannot change the past, we can put you on a path to a better future. What does the future look like? Will you be working? Will you be downsizing a home? Will you need to turn investments into income? Organizing your financial life doesn t have to be overwhelming. Our clients find that with their financial plan in order, they can think more clearly about the future and make better decisions, allowing them to be free to enjoy life.