Why You May Need a Financial Advisor

A firm for you. Your partner in planning

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 pursuing 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.

Why You May Need a Financial Advisor

Planning Retirement

Better positioning your retirement income requires smart decisions around complex topics such as Social Security, 401(k) and IRA withdrawals.

Want to Build Wealth

If you’re still decades from retirement, good decisions today can have the potential to positively impact retirement accounts. We create a plan tailored to your goals that aims to help keep you on course.

Have Children

Whether you’re saving for college or planning their inheritance, there are several ways to address that your children are taken care of.

Inheritance

Have you noticed lottery winners often declare bankruptcy? It can be difficult to manage sudden increases in wealth but having a plan will help preserve your wealth.

Manage Your Own Investments

Individual investors should check their strategies with independent third parties. You may be overlooking opportunities in your portfolio.

Need a Second Opinion

Depending on how you chose your advisor, there may be a better one for you. Family referrals are convenient but don’t always produce results. We will happily provide you with second opinion and financial check-up.

Marriage or Divorce

Strategic and supportive advice can help navigate your changing goals and needs.

Our Process

Step 1) Identify your goals, values, dreams, concerns, challenges

Step 2) Determine risk tolerance, Analyze current investment portfolio, Develop asset allocation strategy, and Portfolio construction

Step 3) In-person or Zoom meeting to present recommended investment strategy

Step 4) Open new accounts, Transfer existing assets, and Conduct trades to execute agreed-upon Investment Strategies

Step 5) First statements, Organization of paperwork, and Set-up online account access and review online resources.

Step 6) Comprehensive Financial Planning, Retirement Planning, Credit and Lending, Education Planning, Charitable Giving, and Succession Planning

Step 7) Develop schedule for review meetings, Monitoring of asset management, and Changes as needed

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