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.

Kadisak Financial Services, Inc. is a:

• Fiduciary
• Independent
• Fee-only (no commissions or referral fees)

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.  In addition to his CFP designation, Roger is also a Certified Public Accountant.

An Invitation

If you have over $100,000 ready to invest (not including your current employer 401k plan) and need some help, we invite you to contact us for a free investment and retirement strategy session.  In this one-hour meeting we'll answer your questions and provide some initial advice while you'll have the opportunity to get to know us.

Call or email today to schedule a meeting.

To find detailed information about Kadisak Financial Services, Inc., please read our SEC-required regulatory document (Form ADV).

Kadisak Financial Services, Inc. is an Illinois registered investment advisor.