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

Delivering the Key Components of a Solid Plan

Your goals and your circumstances aren’t the same as anyone else’s. Kowal’s financial advisors work with you to identify the perfect blend of services from a comprehensive range of investment and wealth management tools. Then, we create a plan that matches your needs today and helps you achieve your goals for the future.

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Who We Serve

As financial advisors specializing in retirement, we tailor our services to individuals with at least $750k in retirement assets, and business owners in need of retirement and transition planning.

Retirement Review

Retirement Review

Our process starts with getting to know you, your goals, and an understanding of where you are now on the path to reach them through our complimentary retirement review.

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Investment Services
Get investment advice that balances your desire for growth with your individual risk tolerance.
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Tax Reduction Planning
Be confident that you’re keeping as much of your earnings as possible now and in retirement.
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Retirement Income & Distribution Planning
Know you’ll have the income you need to live exactly how you envision during retirement.
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Family Wealth Planning
Get advice for allocating assets fairly among your beneficiaries and leave the legacy you want.

Your Goals are Our Focus

Kowal Investment Group offers fiduciary, client-focused wealth management services and advice that keeps you and your specific needs at the center of all we do.

Who We Serve

See how we customize our retirement planning services across these groups of clients:

$750K+

Now, more than ever, each decision you make will affect your ability to transition to the retirement you’ve envisioned. We can help you minimize risk and maximize potential.

High Net Worth

It’s time to prepare to get the most out of your retirement assets. We can help you preserve your principal, grow your retirement income, and leave the legacy you want.

Business Owners

As you look toward the future, be confident that your retirement plan is tailored to your needs. We can help you plan a successful transition to retirement for you and your business.

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