Customized retirement planning
As financial advisors specializing in retirement, we tailor our services to individuals and business owners in need of retirement and transition planning.
Whether you’re nearing retirement, already enjoying retirement or a business owner, preparing for your next stage in life, we can help you minimize risk and maximize potential.
$750K+ IN RETIREMENT ASSETS
Every Move
Matters
With the rising cost of living, increasing healthcare costs and longer life expectancies, it’s critical to know what it takes to retire well. Now, more than ever, each decision you make will contribute to your ability to transition into the retirement you’ve been working so hard to achieve.
Your retirement, your way
Kowal Investment Group’s focus on retirement allows us to be an advocate for our clients – a role we’re proud to have held for more than 30 years. We treat our clients like family.
With the rising cost of living, increasing healthcare costs and longer life expectancies, it’s critical to know what it takes to retire well. Now, more than ever, each decision you make will contribute to your ability to transition into the retirement you’ve been working so hard to achieve.
At Kowal Investment Group, our focus on retirement gives you the experience you need to help preserve your principal, grow your retirement income, and pass it on to your heirs or donate to the causes you care about most.
While working with us, you can expect:
- Current investment review and design of a personalized portfolio
- Regular meetings to review, evaluate and update your portfolio
- Recommendations of tax solutions including tax advantaged investments*
- Comprehensive review of tax returns to highlight opportunities for reductions
- Assess tax law change effects*
- Quarterly statements
- Independent advice
- Analysis of current and future needs
- Recommendations for optimal distribution strategy
- Social Security Distribution Analysis
- Beneficiary review
- Multigenerational planning
- Analyze your business to help ensure a smooth transition to sell or pass on
- Help you better understand the true value of your business
- Assistance with the management of your company’s fiduciary responsibility
Find fiduciary that’s more interested in building your portfolio than theirs.
Share your vision for retirement with the right advisor so he or she can evaluate the best way to help you achieve it.
Take a hands-on approach with your retirement assets (401(k)s, IRAs, etc.) to analyze them with your advisor.
Let your retirement professional help you build your nest egg while consolidating your assets.
Get started
with a no obligation
retirement review