Kadisak Financial Services, Inc. specializes in managing your investment portfolio based on custom-prepared investment and retirement plans that consider your personal financial situation. Our economic research and analysis of the mutual fund universe have rewarded our clients with low-cost investment portfolios that have generated above-average returns over the long term when compared to the appropriate benchmarks.
The firm was started in 1995 by Roger W. Kadisak, a Certified Financial Planner, with the goal of helping our clients become wealthy. We do not sell products or get paid based on how your money is invested. Roger has a passion for investments and the economy and he continually studies, researches, and analyzes economic trends and mutual funds.
The firm was started in 1995 by Roger W. Kadisak, a Certified Financial Planner, with the goal of helping our clients become wealthy. We do not sell products or get paid based on how your money is invested. Roger has a passion for investments and the economy and he continually studies, researches, and analyzes economic trends and mutual funds.
Services
Kadisak Financial Services, Inc. is in the business of helping our clients make wise financial decisions so they can get the best life possible with the money they have. We insist on honesty, integrity and fair dealing. We are committed to comply with both the letter and the spirit of the laws, regulations and ethical standards that govern us.
Roger W. Kadisak is an independent, Certified Financial Planner and Certified Public Accountant who works on a fee-only basis. Kadisak Financial Services, Inc. does not accept commissions, rebates, bonuses, finder's fees, or other types of compensation based on our recommendations. A personalized Investment Policy is developed based on an analysis of your risk tolerance and your financial goals.
Roger started Kadisak Financial Services, Inc. in 1995. He is the president, and a licensed Certified Financial Planner. Roger is the sole investment advisor and performs all client reviews, asset allocations and investment selections.
He does extensive research and analysis on mutual funds and the economy; his detailed approach continues to generate low-cost investment portfolios that have resulted in above-average returns (when compared to appropriate benchmarks) over the long-term.Roger has a Bachelor's degree in Accounting from Indiana University and a Master's degree in Business from DePaul University.
He does extensive research and analysis on mutual funds and the economy; his detailed approach continues to generate low-cost investment portfolios that have resulted in above-average returns (when compared to appropriate benchmarks) over the long-term.Roger has a Bachelor's degree in Accounting from Indiana University and a Master's degree in Business from DePaul University.
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