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Investment Philosophy

We at Simasko Financial know how difficult it can be to find a good financial professional; while there are many options out there, we believe we have services that are tailored to benefit you. At Simasko Financial, our mission is to assist our clients with their financial needs, while providing the central focus of personal attention and service.

Simasko Financial stands proudly behind the insurance products it offers and the satisfaction of our clients. Our retirement strategy approach is based upon a thorough analysis and breakdown of your current financial situation and future retirement plans. We ask the important (and often not thought of) questions that can assist you, the client, to come to understand and choose the financial path you wish to follow in your retirement. Through our one-on-one client meetings, our ultimate goal is to leave you confident and satisfied with your chosen retirement strategies. Let’s build a lifelong relationship together.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

Patrick M. Simasko is an owner of Simasko, Simasko and Simasko, P. C., and also an owner of Simasko Financial Services. Simasko Financial is engaged in providing financial advice as well as providing financial and insurance products such as annuities.  As a result, at times he is simultaneously engaged in the practice of law and in a non-law business relating to the sale of insurance products such as annuities for which he may receive commissions of the sale of insurance products such as annuities. Advisory services offered by Core Cap Advisors Inc., a registered investment advisor. Simasko Financial and Core Cap are separate and unaffiliated entities. This material has been prepared for informational and educational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.  Please consult with a professional specializing in these areas regarding the applicability of this information to your situation. We will discuss general retirement products such as annuities, long-term care and life insurance.

Patrick M. Simasko is an owner of Simasko, Simasko and Simasko, P. C., and also an owner of Simasko Financial Services. Simasko Financial is engaged in providing financial advice as well as providing financial and insurance products such as annuities.  As a result, at times he is simultaneously engaged in the practice of law and in a non-law business relating to the sale of insurance products such as annuities for which he may receive commissions of the sale of insurance products such as annuities. Advisory services offered by Core Cap Advisors Inc., a registered investment advisor. Simasko Financial and Core Cap are separate and unaffiliated entities.

This material has been prepared for informational and educational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.  Please consult with a professional specializing in these areas regarding the applicability of this information to your situation. We will discuss general retirement products such as annuities, long-term care and life insurance.

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