KUCZINSKI FINANCIAL

My mission is to help individuals and small to mid-size business owners develop financial objectives and implement strategies to achieve them using appropriate financial products and services that are designed to meet their present and future needs.

I am committed to providing you with sound financial strategies to help you reach your financial goals. I'll work to exceed your expectations, while building long term relationships, based on trust, integrity and quality service.

My practice is built upon serving loyal clients who have good earnings potential, care about their families and communities, and take action. My clientele includes business owners; professionals; self-employed individuals; senior executives; middle and upper income families; and active retired individuals.

Free Retirement Book Free Retirement Planning Book!

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Kuczinski Financial has been helping people plan for and live in retirement for 9 years. We have helped business owners, company executives, professionals and people just like you protect their retirement assets and leave a legacy. You've worked hard to build your nest egg. We help to make it last.

I work with you to design financial profiles including:

Budgeting
Business Succession Strategies
Deferred Compensation Plans
Helping to protect against the financial debilitation of long term needs using insurance and hybrid strategies
Helping to protect against loss of income due to disability through Disability Income Insurance
Life and Health Insurance
College funding strategies for children and grandchildren
Retirement Funding
Estate Conservation Asset Transfer Strategies.

My 28 years of business ownership and management experience give me a unique perspective to help business owners attract and retain employees, plan for business disposition at retirement, death or disability and minimize loss of time and money when the unexpected occurs. This gives owners more control of their business and financial future through various employee and employer benefits.

Strategies and solutions may use various financial products. Life goes on and circumstances change, so we schedule periodic reviews to monitor and revise programs to keep them current.

I recognize happiness and success is different for everyone. I work to help you reach your financial objectives – not mine, based upon your values, while keeping in mind it’s people first, money second...

Kuczinski Financial is a dba of Solutions For Wealth, Inc