Architects of Your Financial Freedom

Envisioning your dream financial blueprint is easy, but building it takes time and know-how. KSP Financial takes an empathetic deep dive into your financial world to establish the framework for your future.

OUR TEAM IS FOCUSED ON YOU

Crafting a 360° View of Your Financial World

With KSP Financial, you are a true partner we advise honestly and openly. We curate lasting, meaningful client relationships that support you and your life goals. As a steadfast, independent office, you can expect guidance, education and services centered around your needs and tailored to help you pursue your dreams—with resources and comprehensive planning to assist with any type of financial situation that comes your way.

GUIDANCE & EDUCATION

Shaping Financial
Independence / Confidence

Making sense of complex money matters & eliminating uncertainty.

KSP Financial’s mission is to help you reach financial freedom without stress, so you can achieve your life’s dreams.

The language of finance should always be clear and easy for you to understand, because it impacts your life. You’ll receive the assistance you need to convert technical money matters into simple, transparent and lifelong wealth solutions. Enjoy lasting confidence that empowers you throughout your financial journey.

Our Story

CUSTOM-TAILORED

Comprehensive Financial Solutions

Feel more confident about your wealth with a carefully-crafted, customized plan that takes all aspects of your life into consideration. Matt, Andrew and the team at KSP Financial will carefully review your financial situation to ensure every area is being considered.

Retirement Planning

Envision your dream retirement, and take advantage of solutions for your personal savings, IRAs and qualified employer-sponsored plans.

Investment Management

Count on assistance with asset allocation, alternative investments and methods that make sense for your risk/return scenario.

Estate Planning

Building wealth is one thing, but passing it on for generations is a legacy. Make plans for your estate that get your wealth into the right hands.

Risk Management

Our team knows what personal and professional risks lurk and work diligently to help you identify them and mitigate loss.

Interim Life Objectives

Whether you’re questioning leasing a car, purchasing a home, or sending kids to college, we help build plans that make it easy to decide.

Tax Planning

Taxes are complicated, but luckily, we hold CFP^® and CFA^® certifications to help you integrate your financial plan with tax-efficient solutions.

Commonwealth Financial Network® and KSP Financial Consultants do not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Our Services

MAXIMIZING HAPPINESS

Our Goal Is to Help You Reach Yours

Your thoughts, feelings and goals matter because they affect your finances, and KSP Financial cares about all these details because they matter to you. We’ve been with some clients through it all, from having and raising children to putting them through college and passing on wealth to the next generation.

With over 50 years of experience, our team—headed by Matthew J. Sliwa CFP^®, CFA^®and Andrew Karelis, AIF, can seamlessly connect all aspects of your financial world together. Benefit from a big-picture approach, from tax planning and investing to insurance and retirement. You never need to worry about what comes next, or about facing it alone.

Responsive & Alert

Decisions involving money can be sudden or pressing. Our team is always here when you need us to answer the phone, talk—and most importantly—listen.

Transparent & Honest

Our team works in your best interest and are always 100% upfront and honest. Our level of attention to detail helps ensure accuracy as well as transparency.

Focused & Attentive

As an independent office, your needs are our only concern, so we shape every plan and solution around your goals as we get to understand you deeply.

How We Work

INITIAL CONSULTATION

Let’s Build Your Dream Financial Future

Find out how we can help build your framework for a financially comfortable and confident lifestyle. Schedule an appointment with us today to get started.

Contact Us