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
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
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.
A Living Trust Primer
Global and International Funds
