Kalejta Financial Managment

kalejta financial management delivers interactive, personalized financial planning strategies that are directly created for the families we serve. these strategies help our clients to help build their wealth and protect their dreams for their loved ones. whether our clients desire to fund their children’s education, retire confidently and comfortably, efficiently transfer assets to their heirs or potentially achieve higher rates of return on their investments while reducing tax liabilities, we have the experience and the tools to assist. many of the families with whom we work started out trying to manage their own finances and investments, but their plans were incomplete or abandoned. other families first chose another financial institution that offered a big name, but provided a “cookie cutter” financial planning approach. our company difference is a relationship-driven firm wide process that is dedicated to the synergistic partnerships that we have built with each of our client