A Firm For You

Financial planning is not a single event – it is a process.  With over 30 years of experience, we know that ensuring that our client’s wealth continues to work in support of their financial goals takes careful planning.  Whether you are a first time investor, preparing for retirement, saving for college or looking to buy a second home, we listen to our clients and work together to design investment strategies targeting their specific needs and goals.  As your life circumstances change, so must the investment strategies used so that you stay on course toward meeting your objectives.  Our clients value our continuous monitoring and evaluation of their plan, and so will you.  Kucharski Financial Services prides ourselves on becoming an active part in our client’s financial life and a resource for you to call on when contemplating important financial decisions.