MASTER METTLE WINNER
Industry: Retirement planning/investments
Projected 2019 Revenue: $6 million
Kowal Investment Group is a family-owned financial advisory organization that works with business owners, retired individuals and those nearing retirement. The company focuses on estate planning, investments, retirement income, taxes related to retirement and insurance.
Kowal Investment Group attributes its growth to its dedication to ensuring clients do well. This includes pushing employees to participate in professional development, study groups, continuing education classes and regional conferences to continue to hone their personal and professional skills.
Kowal faces the challenges of market volatility, a competitive environment and a changing regulatory environment.
Moving forward, Kowal plans on opening practices in Port Washington, Racine and Middleton. Additionally, the company plans to grow organically and through acquisition.
Where do you see the most opportunities for your company right now?
“Whether they are looking for a final push heading into retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping them live the retirement of their dreams.”
– Heather Krugler, new client development