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The Graczyk-Dijak Financial Group

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Client Solutions

We offer an extensive range of financial planning products and services to help our clients reach their long term goals and objectives.

Financial Planning:

  • Wealth Preservation – Individual Asset Allocation, Goals and Objectives Analysis and Review
  • Estate Planning – Legacy Planning, Charitable Giving, Asset Preservation
  • Insurance Planning – Needs Analysis, Policy Review & Evaluation, LTC Concepts

Personal / Family Retirement Planning:

  • 401k/IRA Rollover Analysis, Evaluation and Consultation
  • Required Minimum Distribution (RMD) Planning
  • Employer Sponsored Retirement Plan Allocation and Assistance
  • Individual Retirement Accounts: Traditional, Roth, SEP & Simple IRA’s

Fee Based Investment Advisory Services:
(offered through Harbour Investments, Inc.)

  • Professional Money Management
  • Implementation of Personal Investment Policies
  • Portfolio Evaluation Management and Review

Income for Life Strategies:

  • Social Security Planning
  • Veterans Benefits Assistance
  • Inflation Adjusted Income Strategies

Corporate / Business Retirement Plans:

Let us take the concern out of your hands with our “Turn Key” programs!

We can provide:

  • Simple & SEP Plans
  • Plan Review Design & Implementation
  • Investment Policy Development
  • ERISA Evaluation
  • Employee Education Programs & Meetings

Tax Reduction Strategies:

  • Tax Efficient Portfolios – Tax Deferred Investment Accounts

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Securities and Advisory Services
Offered Through Harbour Investments Inc.
Member FINRA / SIPC

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Bryan S Graczyk and William S Dijak are CERTIFIED FINANCIAL PLANNER™ Practitioners. CFP® and CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Securities and Advisory Services Offered through Harbour Investments, Inc. a Registered broker/dealer, member FINRA/SIPC. The Graczyk-Dijak Financial Group is not an affiliate of Harbour Investments, Inc.