We seek to develop long-term relationships and our goal is to provide the most advanced cost-effective financial planning for individuals while building relationships through the delivery of unbiased financial strategies.

 

Malarik Financial Services works with a select group of individuals and families near or in retirement.

We are home of the Life by Design Formula™ developing your lifestyle and financial goals, organizes your current investments and develops a plan to help you meet your goals. The process and playbook will help you deal with any circumstance that you face from the time we meet through out the rest of your life.

I have been a practicing financial advisor since the early 1980s. Most of my career has been focused on clients in or

approaching retirement.

 

One of the cornerstones of my business is family. I take special care with my clients on family issues related to asset and estate planning. Whether dealing with asset protection from long-term health care costs or for special-needs children, we work with family members during every step of the planning process.

 

I take special pride in coaching clients to do all the things they’ve ever wanted, while maintaining a secure financial future.

This may be to spend the winter in a warm climate, take the entire family to a paradise destination, or finally buy that classic car.

 

In my personal life, I volunteer my time and talents to various Cleveland organizations.  This includes being the Chairman of the Finance Council for St. Justin Martyr Parish in Eastlake, Ohio, where I reside with my wife and three children.  In my free time,

I still play baseball in an age 48 and over men’s league.

Geauga Growth

Partnership Inc.

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401 South Street | Chardon, OH 44024 | jack@malarikfs.com | (440) 725-0384

Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through Malarik Financial Services, a separate entity not affiliated with SWP. © 2020 Malarik Financial Services. All Rights Reserved.

Malarik Financial Services with Jack Malarik