Solutions for Wealth, Inc.


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...
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Small Business Offered Rare Health Insurance Incentives

Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

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