EXTRAORDINARY PLANNING FOR EVERYDAY PEOPLEpreparing you for the future
your financial partners
Hudak and Associates is a local, family-owned team of financial planners and asset managers dedicated to investing in people first. We identify your financial goals and outline and implement a clear plan to help you secure the future you want.
As your financial partners, we are committed to forming lasting relationships with our clients to support and guide you through all of life’s transitions.
Alex J. Hudak, CFP®
Certified Financial Planner™
CONTROLLER, Hudak & Associates, Inc.
Client Resources, RJFS
Our team approach allows us to best address your individual needs. Each member brings a unique set of skills and individual experiences to the team, allowing us to take a holistic approach to helping you manage your finances and planning for your future.
· Estate Planning
· Retirement Planning
· Eldercare Resources
· Document Analysis
· Business Planning
· Spending Planning
Our goal-oriented approach means we will carefully tailor an investment plan specific to your needs. During the course of our relationship, we will be there to support you as your needs change.
Our areas of focus include financial planning, as well as planning in the areas of retirement, estate, tax, asset and business.
Learn how our experienced and diverse team can help you shape your financial future.
The Hudak Difference
We take a holistic approach to investing, the goal of which is to connect your finances with your values, aspirations and purpose. By building that relationship, we can fully understand who you are and develop a plan that will ensure that your overall financial health is our main priority.
Our goal is to provide a clear, individualized plan for you so that you feel secure and confident as you work towards a healthy financial future.