A Final Push Toward the Retirement of Your Dreams
Having accumulated $500K in retirement assets, you should feel very good about the opportune position you’ve put yourself in. Showing discipline and responsibility, the sacrifices you’ve made along the way have helped set you up for the retirement you’ve been working so hard to achieve.
Now that it’s right around the corner, Kowal Investment Group is determined to help you transition into life’s next stage the way you’ve always envisioned. This requires building upon your current retirement assets while continuing to accumulate what you need to retire well. You’re not done yet!
Take the next steps toward maximizing your retirement assets:
Share your vision for retirement with them so they 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 new advisor.
Let your retirement professional help you build your nest egg while consolidating your assets.
- 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
At Kowal Investment Group, we will work as diligently as you to optimize your goals – helping to drive the highest return with the least amount of complexity. Our client-centric culture will help provide the capabilities, resources, processes and team you need to succeed.
Taking the time to get to know what you want – for your family and for your future – we’ll give you the peace of mind that everything and everyone you care about will be taken care of for years to come.
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