Stephanie Bacak

Helps Parents Plan for Retirement and College Tuition


Would you like to retire someday? You’ll absolutely love this… Since Stephanie is Fee-only (like a CPA or attorney operate) she provides more comprehensive advice than someone motivated by commissions.

College Pre-Approval

Don’t freak out about college! Stephanie helps parents ease the college planning pain by making the most of your childs school selection, their financial aid, tax opportunities, and your own savings.


Stephanie is Fee-only financial planner and her company is a Registered Investment Advisor. That means her fiduciary responsibility is to act in your best interest.  She only receives compensation directly from you as the client.

Stephanie Bacak specializes in helping families that do not qualify for financial aid to pay for college.


Investment Planning
College tuition planning
Retirement Planning

Latest News

Stephanie Bacak will update you on information that will help your family financially.

How to Best Use Your 529 when Paying for College

If you have accumulated fund in your child’s 529, congratulations! You are probably a member of the elusive Savers who plan ahead and hate debt. A savers’ immediate instinct is to[…]

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January 16, 2019 0

Smart Money Couples Don’t Wait for January

Marriage is about moving toward a common goal, so you better set some.  I strive to help clients grow together and with a happy retirement in mind.  My part is[…]

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November 30, 2018 0

No More Tax-Free Lunch?

Business Owners, this is not a happy part of the Tax Cuts and Jobs Act changes. We have lost the Entertainment 50% deduction. But for now meals remain a deduction[…]

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November 3, 2018 0

Contact Stephanie:







401 Westpark Court, Suite 200 Peachtree City, GA 30269