Marc Kowalski

CFP®, ChFC®
direct 952 225-0377
toll free 888 591-9770
fax 952 525-8538
1000 Shelard Parkway, Suite 300
Minneapolis, MN 55426

Designations:

  • CFP – Certified Financial Planner
  • ChFC – Chartered Financial Consultant

Insurance Licenses:

  • Life / Disability/ Health / Long Term Care

State Registrations:

  • MN, WI, SD, MT, CA, FL, AK

Financial Advisory Services:

  • American Express (IDS/Ameriprise) – 1996-2005
  • Focus Financial – 2005 – current
  • Volunteer – Big Brothers Big Sisters of Greater Minneapolis

Hobbies :
Guitar/Music, Golf, Skiing, Racquetball, Ice Fishing, Billiards, Film

Services & Client Experience:

Retirement Planning, Tax Planning, Protection Planning, Estate Planning, Investment Planning & Management

I provide comprehensive and proactive financial planning services to my clients, including, but not limited to:

  • Helping to maximize efficiency of your liability/debt structure
  • Life, health, disability and long term care risk management
  • Education funding alternatives, projections and planning
  • Investment risk analysis and asset allocation analysis
  • Investment selection and management
  • Income tax reduction strategies
  • Retirement funding alternatives, projections and planning
  • Helping to maximize your benefits through your employer
  • Estate tax and administrative expense reduction strategies
  • Will and trust issues
  • Awareness of deadlines for IRA, Roth IRA, Education IRA, SIMPLE IRA, SEP Plans and RMD’s (required minimum distributions)

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