Shevak Financial Services

Mission Statement

Shevak Financial Services is dedicated to providing comprehensive wealth management and holistic financial planning services to our clients. Our mission is to help our clients build, manage, and preserve their wealth in a manner that is tailored to their unique needs and goals. We strive to deliver objective financial advice, superior service, and transparent communication to every client, every day.

About Us

Shevak Financial Services is a financial advisory firm based in Boca Raton, Florida. Founded by Bryan K. Shevak, an Investment Adviser Representative with LPL Financial, a registered investment adviser, our firm is committed to providing ongoing professional advice to investors while helping them pursue their individual investment objectives.

Our firm recognizes the importance of getting to know our clients on a personal level. We take the time to understand their financial needs, goals, and lifestyle, so that we can build a customized investment portfolio designed to help them pursue their short- and long-term investment objectives.

At Shevak Financial Services, we offer truly objective financial advice on a fee basis, which allows us to adjust our clients' investment portfolios without requiring them to pay commissions. Our fee-based asset management approach enables us to provide a wide range of services, including managed asset plans, retirement planning, estate planning, life insurance, disability insurance, long-term care insurance, individual stocks, and strategic asset management (SAM).

Services

At Shevak Financial Services, we offer a comprehensive suite of financial planning and wealth management services designed to help our clients achieve their financial goals. Our services include:

• Fee-Based Asset Management: Our fee-based asset management approach enables us to provide customized investment portfolios that are designed to help our clients pursue their short- and long-term investment objectives. This approach allows us to make investment changes without commissions, ensuring that our clients' portfolios remain aligned with their goals and the economic climate.
• Retirement Planning: We help our clients develop a retirement plan that takes into account their current financial situation, retirement goals, and risk tolerance. Our retirement planning services include 401(k) information requests, IRA eligibility calculations, and lifetime earnings estimates.
• Estate Planning: We help our clients develop an estate plan that ensures their assets are conveyed directly to their beneficiaries, regardless of instructions in a will. Our estate planning services include life insurance, disability insurance, and long-term care insurance options.
• Investment Strategies: We offer a range of investment strategies, including individual stocks, managed asset plans, and strategic asset management (SAM). Our investment strategies are tailored to our clients' unique needs and risk tolerance, ensuring that their portfolios remain aligned with their goals and the economic climate.
• Educational Resources: We provide our clients with a range of educational resources, including articles, calculators, flipbooks, newsletters, glossary, tax library, and videos. These resources are designed to help our clients stay informed about the financial markets, investment strategies, and retirement planning options.

At Shevak Financial Services, we are committed to providing our clients with the objective financial advice, superior service, and transparent communication they deserve. We are here to help our clients build, manage, and preserve their wealth, so that they can achieve their financial goals and live their best lives.