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LIFE IS AN ADVENTURE

BE INSPIRED TO CREATE YOUR FINANCIAL DESTINY

Your Financial Success is our goal.  When you work with Papa & Kaczor, you have a trusted advisor team with the knowledge, experience and integrity that will help create a course to your financial success.   Working on a highly personal basis with each individual client, our objective is to develop a custom financial roadmap and investment portfolio that achieves the benchmarks and goals that you have set for yourself through all stages of life.

Our Investment Philosophy

Papa & Kaczor Financial Specialists stays true to our core investment strategy for their wealth management services utilizing a low cost fee based, investment management program that uses institutional asset class mutual funds to build broadly diversified portfolios customized to each client's personal financial goals, risk tolerance and investment time horizon.


* All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Knowledge

Knowledge

We work to exceed your expectations by providing high personal planning and tax advice, not only investment advice.

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Experience

Experience

Papa & Kaczor Financial Specialists aspires to be recognized for a reputation of excellence.

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Integrity

Integrity

Your best interest always is first. We strive for a deep and trusting relationship.

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Today's Educational Information

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Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.
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<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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The Power of Financial Markets &#38;<br /> How you Should Invest Your Money

The Power of Financial Markets &
How you Should Invest Your Money

How can you benefit?

What is the right thing to do?

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