Bruce Kuczinski, MBA
Your Trusted Adviser


Welcome and thank you for visiting!

Our mission is to help individuals and small to mid-size business owners develop financial objectives and implement strategies to achieve them using appropriate financial products and services that are designed to meet their present and future needs.

We are committed to providing you with sound financial strategies to help you reach your financial goals. We work to exceed your expectations, while building long term relationships, based on trust, integrity and quality service.

Our practice is built upon serving loyal clients who have good earnings potential, care about their families and communities, and take action. Our clientèle includes  business owners; professionals; self-employed individuals; senior executives; middle and upper income families; active retired individuals; and recipients of legal settlements.

I work with you to design financial plans and strategies including: 

• Business Succession Strategies
   
• Deferred Compensation Plans 
   
• Wealth Management Services 
   
• Helping to protect against loss of income due to disability through Disability Income Insurance 
   
• Life and Health Insurance 
   
• College funding strategies for children and grandchildren
   
• Retirement Funding Strategies
   
• Estate Conservation Strategies.

Our unique perspective comes from 29 years of business ownership and management experience. This experience allows us to help business owners attract and retain employees, plan for business disposition at retirement, death or disability and minimize loss of time and money when the unexpected occurs. This gives owners more control of their business and financial future through various employee and employer benefits.

Strategies and solutions may use various financial products.  Life goes on and circumstances change, so we  schedule periodic reviews  to monitor and revise programs to keep them current. 

We recognize happiness and success is different for everyone.  We work to help you reach your financial objectives – not ours, based upon your values, while keeping in mind it’s people first, money second...