For more information, contact:
Adrian L. Zilvetti
Disciplined Financial Services, Inc.
262-784-6650
adrianzilvetti@discplinedfinancial.com
An innovative fee-only hourly consulting service providing financial advice on an as-needed basis with no long-term contracts, commissions or unnecessary fees.
BROOKFIELD, Wis. (November 18, 2004) – Disciplined Financial Services, Inc. today announced the launch of HourlyConsulting, a unique spectrum of seven modular options of advice for business owners, families, and individuals ranging from evaluating education funding alternatives and cost projections to retirement income needs analysis by determining the best sources of cash flow.
This program is specifically designed for those seeking professional guidance or validation of the financial decisions they are making or have already made. The hallmark of this program is the ability for those seeking financial advice to benefit from access to a qualified financial planner on an as-needed basis without entering any long-term contracts, being sold financial products, or paying hidden or unnecessary fees—just objective advice.
“Since its founding, Disciplined Financial has continually searched for effective ways to preserve and enhance the financial security of our clients” stated Ken Fockel, Co-Founder and Principal of
Disciplined Financial Services, Inc. “We are excited about launching HourlyConsulting, which is innovative for the industry, and represents the culmination of the evolution of developing a full range of alternatives to meet the specialized needs of those seeking professional guidance.”
Gene Szaj, Chief Investment Officer and Principal explained, “The launch of HourlyConsulting is timely as investors embark upon year-end investment tax planning and many look to reposition their investment portfolios into industries and investments that could benefit from the extended Bush Administration. We believe the scope and flexibility of HourlyConsulting will enable us to more effectively serve the varying needs of today’s investor.”
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Disciplined Financial Services, Inc. (DFSI) provides fee-based financial planning solutions and investment management services to individuals, families, corporations and non-profit
organizations. DFSI has grown out of a partnership created in 1990 between managing partners Kenneth Fockel, MSFS, CFP®, CLU, ChFC, and Eugene Szaj, CIMC.
Today, DFSI helps clients define, build and sustain their financial independence. As a committed member of the Better Business Bureau, DFSI is dedicated to achieving the highest level of trust and integrity for its clients while providing customized, personalized service. Headquartered in Brookfield, Wisconsin, DFSI’s consulting staff has over 88 years of combined experience in the financial services industry. To learn more, please visit: www.disciplinedfinancial.com
