$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.
$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.
Our focus is on your future
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, giving individuals like you the confidence that everything and everyone you care about will be taken care of for years to come.
Enjoy these specialized services and more:
- Dedicated client service team
- Current investment review and design of a personalized portfolio
- Full-time continuous monitoring of your investments
- Regular meetings to review, evaluate and update your portfolio
- Quarterly statements
- Independent advice
- Analysis of current and future needs
- Recommendations for optimal distribution strategy
- Review your IRA beneficiaries to create a family legacy for 60 years or more
- Quarterly Newsletter to keep you apprised of current planning options
- Weekly Market Commentary
- Special reports on how to reduce your taxes and other important topics
- Invites to educational breakfasts and select client appreciation events
- Social Security Distribution Analysis
Find an investment partner 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