Welcome!
Are you concerned about money? If you are like most people, you worry about your financial future. You may be concerned about funding your retirement, income in retirement, unsure of your investments, or wonder if your estate plan is sound.
As an independent Financial Advisor, my mission is to thoroughly understand your values, goals, financial position, income and estate tax situation, along with your risk tolerance before making any financial recommendations. I believe this is the only way to provide you with quality advice and recommendations regarding your unique circumstances. Working together, I'll provide you a realistic, personalized and implementable investment plan that is in harmony with your financial values and objectives.
Please explore this site for additional information and insights about my financial planning practice. I welcome your telephone call or email should you desire additional information or wish to speak personally with me.
Thank you for visiting and I look forward to helping you achieve financial independence and all of the joys that follow.
Sincerely,
Marc R. Kowalski, CFP®
CERTIFIED FINANCIAL PLANNER™ |
