Our Waukesha office has moved! Visit us at our new Brookfield office - 17775 West Bluemound Road, Brookfield, WI 53045

BUSINESS OWNERS

Exit On Your Terms

As a business owner, you’ve spent your career generating wealth for your business, taking care of customers, employees and your family. Still, as you prepare for your next stage in life, are you confident you’ve put enough into your retirement plan to make sure your interests are taken care of – now and for the future?

$1M+ IN RETIREMENT ASSETS

Exit On Your Terms

As a business owner, you’ve spent your career generating wealth for your business, taking care of customers, employees and your family. Still, as you prepare for your next stage in life, are you confident you’ve put enough into your retirement plan to make sure your interests are taken care of – now and for the future?

Our focus is on your future

At Kowal Investment Group, our focus on retirement gives you the experience you need to help preserve your principal, grow your retirement income, and pass it on to your heirs or donate to the causes you care about most.

Enjoy these specialized services and more:

  • Design a plan to help accomplish your goals – for you, your business and family
  • Analyze your business to help ensure a smooth transition to sell or pass on
  • Help you better understand the true value of your business
  • Assistance with the management of your company’s fiduciary responsibility
  • Navigate a variety of investment options and ever-changing regulations
  • Evaluate alternative tax elections for a business conversion*
  • Assist you with managing your family enterprise and building lasting value
  • Manage personal liquidity and cash flow
The number 1

Find a retirement planning partner that understands the intricacies of having your money tied to your business.

The number 2

Work with your advisors to ensure your retirement plan works in conjunction with your succession plan.

The number 3

Based on when you plan to retire, get an understanding of what your assets are truly worth.

The number 4

Let your retirement advisor help manage how to extract money from your business, helping you retire well without crippling your business.

Get started

with a no obligation

retirement review

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