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Our Services

Corporate Employee Consulting Services

For corporate employees, we specialize in helping you understand your options and make the most of your employer's profit sharing, pension, and retirement funds. 

Financial Planning & Investments

We provide comprehensive personal planning services, with low fees and risk minimization strategies to help you pursue your desired lifestyle for today and tomorrow. 

Retirement Planning Specialists

Our retirement planning specialists can help you develop a comprehensive retirement plan, including lifetime income planning, and specific plans to protect your assets and your legacy. 

Investment Education & Seminars

Benefit from access to printed materials,
periodicals, and live seminars all provided by our
professionals in an effort to enhance your
investment knowledge and strategies. 

Other Planning Services

We provide advice and access to specialists
in the areas of estate, insurance, tax,
mortgage and debt management, and
college education planning. 

A Value-First Approach to Financial Planning

A Value-First Approach to Financial Planning

Here at Krosnowski & Scott, we take a value-first approach, providing you with objective and current information to help you make informed decisions before you ever pay us for anything. This means you only ever pay for the products and services which will benefit you the most and fit your comfort level. We are committed to offering greater value through careful planning, systematic implementation, disciplined investing, risk management, and control of investment costs, while attempting to minimize tax exposure.

About Krosnowski & Scott

About Krosnowski & Scott

We are an independent wealth management firm with a team of dedicated professionals who are focused on providing you with optimal service and value through comprehensive financial solutions designed to meet your financial goals and expectations. We pride ourselves on maintaining a high level of interaction with our clients. You can trust our CFP® and CWS® advisors to put your best interests first and to remain attentive to your needs and goals through frequent communication, education, and comprehensive planning. 

What K&S Can Do for You

What K&S Can Do for You

As a First Allied independent advisor office, you'll never get a one-size-fits-all solution from us, and we'll never push unnecessary products or services. We specialize in advising corporate employees to help them understand their options and maximize their opportunities through their corporate retirement plans and accounts. In addition to retirement planning, we also offer advising services in the areas of estate planning, insurance planning, tax planning, mortage and debt management, and college education planning. 

Corporate Specialties Including:

Energy Companies

We create strategies that are tailored to your needs and goals.

Telecom Companies

Years of experience have prepared us to guide you through your industry and career changes.

Teachers & Educators

When you chose to enter the field of education, we believe you made the right decision. Learn how we help.

Health Care Professionals

We provide financial consulting services that strive to meet the unique needs of Healthcare Professionals.

Non-Profit Organizations

Whether your non-profit organization has a 403b plan in place for its employees or not, we can support you in the specifics.

Find More Resources

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Learn More

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.