Growing and sustaining their nascent venture is the primary focus of the small business owner. Often, the day-to-day challenge of positioning a company for success takes precedence over the less immediate but equally important issues of business transition, tax planning, wealth maximization and contingency planning.
- Strategic partners with the outside advisors of small business owners to address these issues and implement strategies that empower clients to reach their goals.
Learn about our Financial Planning solutions
| Contact: | Bradley M. Kowalczyk, J.D., LL.M.* President Alan R. Leist Planning Group, Inc. |
| Telephone: | 315.735.7553 |
Click here to view Brad's biography
