Services

INDIVIDUAL CLIENT CARE

As a fee-only advisor, Kulig Financial Advisors works solely for our clients. Because no commissions are charged, potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing fee-only financial planning and advice.

We believe clients obtain the most value from an ongoing relationship, but provide flexibility in how you can work with us. We provide not only asset management, but investment retainers and financial planning subscription services.

Today is always the best time to get started. Whether you are building assets for the future -- or seeking to protect, enjoy and pass on those you already have -- Kulig Financial Advisors can help you along the way.

Our Services

 

Service Offerings

✓ Personal Financial Planning
✓ Retirement Planning Strategies
✓ Tax-aware retirement income planning
✓ Advice on Selection of 401(K) investments
✓ Ongoing Asset Management
✓ Second Opinion on Investments or Current Financial Plan
✓ Distance/Virtual Planning
✓ Endowment fund management.

Our Mission

Kulig Financial Advisors' mission is simple: We are committed to providing independent, objective advice to enhance the financial security of our clients. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. As fee-only client fiduciaries, we continue to demonstrate our commitment to serving the public's best interests.

Please read 7 Steps To Financial Success - then call (413) 565-2839 or email nkulig@kuligfinancial.com to schedule your complimentary, no-obligation Get Acquainted Meeting.

Call (413) 565-2839