If you have at least $500,000 in retirement assets and are at or near retirement, contact us today to schedule your Complimentary, No Obligation Retirement Review!

For immediate assistance, call us at 262-522-4040.

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A Confident Retirement Could Be Just an Hour Away

Focusing on individuals who are at or near retirement with $500,000 or more in retirement assets, our client-centric approach drives us to make a strong, positive impact on each client we serve.

To do this, our initial complimentary — no obligation — retirement review goes beyond specific asset management or estate planning requirements to learn about YOU – your most important values, relationships, and lifelong goals. That’s The Kowal Way.

Since we know your retirement is way too important to leave anything to chance, we want you to walk away from this one-hour consultation with the answers to your most critical retirement questions. This in-depth understanding will serve as the foundation for our helping you reach the long-term personal and financial results you’ve worked so hard to achieve.

If you have at least $500,000 in retirement assets and are at or near retirement, contact us today to schedule your Complimentary, No Obligation Retirement Review!

For immediate assistance, call us at 262-522-4040.

Please wait...

Our goal is to help you reach ALL of yours.

At Kowal Investment Group, our sole focus for over 30 years has been to help our clients reach ALL of their retirement goals.

After thoroughly researching all options, the next step in your retirement consultation will be to present you with a detailed investment roadmap tailored specifically to you. Addressing your goals, concerns and unique tolerance for risk, we use decades of proven experience to develop your retirement plan and provide attainable benchmarks for tracking your progress.

If you have at least $500,000 in retirement assets and are at or near retirement, contact us today to schedule your Complimentary, No Obligation Retirement Review!

For immediate assistance, call us at 262-522-4040.

Please wait...

 

Retirement Planning Process

Once we get to know you personally and develop your customized retirement plan, we will meet with you regularly, face-to-face, to ensure we’re helping guide you toward the retirement you’ve always dreamed of.

Get More Answers

View these resources for more information on overcoming your retirement concerns.

By: Aaron Kowal

Your Year-End Retirement Planning Checklist

The new year is right around the corner, which means it is time once again to focus on year-end retirement planning before time runs out. Amongst never-ending busy schedules and the bustle of the Christmas season, there are several financial … MORE

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The DOL Fiduciary Rule: What You Need to Know

30 years ago, Kowal Investment Group was founded on the principle that the client always comes first. Since its inception, Kowal Investment Group has acted under a fiduciary standard of care, elevating our client’s needs before our own … MORE

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Our experienced retirement advisors are eager to speak with you about your retirement goals. Please let us know if you have any questions.