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The Kowalski Team is part of a larger firm, Focus Financial. With our affiliation, we have a relationship with over 110 financial advisors who specialize in various areas of financial planning. If we don't have the answer to your question, we can find the answer through our additional professional resources.

As one of the largest independent, non-proprietary advisory firms, Focus Financial has more than $3 billion in assets under management. We’ve been ranked as one of the metro area’s Top 50 Wealth Management Firms and one of the top 10 Certified Financial Planning firms by the Minneapolis St. Paul Business Journal*.

Products & Plans 

We will work with you to deliver the financial services you need, from choosing a specific investment product to developing a comprehensive financial plan. Our clients include employees, business owners, executives, retirees, widows, divorcees, corporations and other organizations who value our depth and range of experience, as well as the freedom to choose from widely available, nonproprietary products. Our independent status allows us to offer you a wide range of competitive products for your particular needs.

INVESTMENTS*

Mutual Funds, Exchange
Traded Funds (ETFs),
and Closed End Funds
Certificates of Deposit
Stocks and BondsVariable and
Fixed Annuities
Real Estate Investment
Trusts (REITs)
Limited Partnerships
INSURANCE

Disability Insurance
Fixed, Variable, and
Term Life Insurance
Health Insurance
Long-Term Health Care
Insurance
Buy-Sell Policies
including Overhead
Expense Protection
Employee Benefits
RETIREMENT PLANS

401(k), 403(b), 457, and
Profit Sharing Plans
Individual Retirement
Accounts (IRAs) and
Roths
Simplified Employee
Pension Plans (SEPs),
and SIMPLE Retirement
Plans
Non-Qualified Deferred
Compensation Plans
PLANNING SERVICES

Personal Financial
Planning including Tax
and Investment
Management, Education
and Estate Planning, and
Asset Preservation
Employee Worksite
Financial Education
Seminars
Business Planning
including Cash Flow,
Debt Restructuring,
Valuation and Risk
Management
   
INVESTMENT PRODUCTS: NOT FEDERALLY INSURED • NO FINANCIAL INSTITUTION GUARANTEE • MAY LOSE VALUE
*Securities offered through Royal Alliance Associates, Inc.  Member FINRA and SIPC.


*Ranking is based on total assets under management for the firm.

**Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experiences a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the states of CA, CO, FL, MN, MT, NY, OR, PA, SD, WI. No offers may be made or accepted from any resident outside the specific states referenced.

Royal Alliance does not offer tax or legal advice.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, FL, IL, IA, MA, MN, MT, NV, NY, OR, PA, SD, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.