Financial Planning
Orca Financial Group believes the best way to give sound financial advice to our clients is to know them, their circumstances, and their goals. To us, clients are people we care about, not numbers that help meet a quota. By spending the time to truly understand them, we are able to present custom financial solutions that align with what they value most.
We take our time to make sure that we are a good fit for our clients, and that they are a good fit for us. Our clients value their relationship with their financial advisor and understand that we work together as a team to take problems off of their plate and help them live a less anxious life.
In an industry of sales pitches and fancy suits, Orca Financial Group aims to educate its clients so that we can make the best financial decisions together. Its founder, Georgiy Krasnopolskiy, is a former math and chess teacher and believes decisions shouldn’t be emotional, but well thought out with T charts to examine both positives and negatives. They shouldn’t be based on generalized advice, but on personalized conversations.
With this in mind, we do all we can to make our clients financially successful. This goes far beyond determining their risk profile and investing their hard earned money. It often includes talking about how to spend their money, how to make sure their kids are responsible with it, and how to set up productive family discussions about money. Our goal is to use our knowledge and experience to help you and your family succeed.
Our core values:
– Clear Communication
– Transparency
– Educating our clients
– Finding personalized solutions to our clients’ problems
– Supporting the communities that we and our clients believe in
Orca Financial Group is based out of Colorado Springs, but works with clients all across the United States. All of our financial professionals are proficient in using zoom.
We understand that this approach is not for everyone, but for those for whom it is, we are the best fit.
