OUR PROCESS
Dedicated to Your Financial Success
Our multi-step approach to financial planning focuses on helping you pursue the best possible results for your investments, savings, and portfolio. We take your entire financial picture into account, identifying your concerns and evaluating any risk to your objectives.
Investment Process Section
Our investment process involves a comprehensive analysis and development of your current financial plan. Our typical client has more than $1.5 million invested with us; however, we enjoy helping clients with less strive for more. Following our three-step process, we’ll help to make your vision of the future a potential reality.
FREEDOM TO ACT IN YOUR BEST INTERESTS
Independent Model
For over 30 years, KSP Financial has been run by independent financial advisors who believe in the fiduciary standard. There are no Wall Street-esque financial representatives to act on behalf of a board—there’s only you and your best interests.
Better Serving You As a CFP® and CFA®
As the head of KSP Financial, Matthew Sliwa has a rich educational background in economics and is a certified CFP® and CFA®. Our combination of financial planning and investment and portfolio analysis ensures the best of both worlds for every client throughout their financial planning journey.