Wealth Management
Comprehensive financial planning
Retirement income planning
Education planning
Insurance and risk management
Income tax planning
Investment Management
Personalized custom portfolios
Active & passive strategies
Tax-aware portfolio construction
Deferred compensation plans
Tax management
Lifestyle Management
Tax preparation services
Estate planning
Charitable giving
Small Business Services
Business and corporate tax preparation
Payroll services
Bookkeeping
401k
Business consulting
Succession planning
The connections we have with our clients are at the core of our registered investment advisory firm. Every one of us gets to know your current situation and future goals. We then connect with each other to create your plan with the most responsible, comprehensive course of action.
Creating this initial plan is just a first step. As you progress toward your goals, we proactively reconnect on a frequent basis making adjustments along the way that take into account the changes in your life and the market conditions.
Reviews
One of the best decisions our family has ever made
…The Kowalski Financial team has always exceeded our expectations on every front, and the advice they have given us over the years has always been individualized and unique to our lifestyle and financial situation. The team is timely and detail oriented, and you can tell that they build their business on honesty, integrity, and trust.
-Joe N
Things are much easier and less stressful for us
After having several accounts in several different places. Marc and his team have put it all together and made things so much easier and less stressful for us. Great team to work with and truly interested in our wellbeing.
-Tim F
They have our best interests at heart
Marc and his team are top notch. they won’t try to bully you into things you don’t need or talk over your head with a bunch of financial jargon. For the past ten years they have had our best interests at heart and helped us make the best decisions for wherever we were in life. If you are ready to make positive change in your financial future, I highly recommend you set up an appointment today.
-Megan KH
Start your collection of Freedom Chips™
Freedom Chips™ are a way to think about your financial life. They are your very own assets that you build up over time and then claim at the right time to do whatever it is you want to do.
Whatever you decide to do with your Freedom Chips™, start by making a plan with personalized and professional guidance from Kowalski Financial.
Let's Talk
Get your complimentary “table top” financial planning meeting to determine whether what we do is right for you.
Kowalski Financial Inc.
Metropoint Tower
600 Highway 169 South
Suite 655
Minneapolis, Minnesota 55426
(952) 297-8589
info@kowalskifinancial.com
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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