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Our Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Planning Services

Investment Analysis*

Retirement Planning*

Education Planning*

Estate Planning*

Insurance Analysis*

Income Tax Analysis*

Investment Products

Brokered Bank Certificate of Deposits*

Variable Annuities*

Variable Life*

Mutual Funds*

Fixed Annuities*

Stocks/Bonds*

Immediate Annuities*

Tax Deferred Investments*

Professional Money Management*

529-College Funding*

Insurance Products

Universal Life*

Annual Renewal Term Life Ins*

Low Cost Level Term Life Ins*

Long Term Care Ins*

Disability Income Ins

Property & Casualty (Auto& Home)

Health Insurance (Group & Individual)

Qualified Retirement Plans

IRAs-Roth-Education*

SEP Plans*

Keogh Plans*

SIMPLE IRAs*

401K Plans*

Profit Sharing Plans*

403B Plans*

Money Purchase Plans*

Retirement Plan Consulting*

Other Services

Seminars for your club or organization (securities related offered through FSC Securities Corporation)

Income Tax Preparation Services

*Securities and advisory services offered by FSC Securities Corporation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

edk@kucharskifinancial.com   |  908-782-7200