Helping people attain and maintain lifetime financial independence.

Our mission.

Our mission is to provide personal financial planning services that enhance our clients’ quality of life. As an independent fee-based advisory firm, Pajak Financial Services starts by helping clients define what’s most important to them. Then we address key areas of financial planning: growing net worth with sound investment strategies, creating dependable income to support a desired lifestyle and assisting in creating strategies for transferring wealth to loved ones or causes through legacy and estate planning.

Our commitment is to create clarity about your situation, both where you are today and where you want to be in the future and give you confidence that you have the appropriate financial structure and strategies to deliver the results that you want.