Strategic Financial Services, LLC - Bradley M. Kowalczyk

Bradley M. Kowalczyk, J.D., LL.M.*

President
Alan R. Leist Planning Group, Inc.
Strategic Retirement Plans, Inc.
J.D. - Juris Doctor
LL.M. - Legum Magister

Email: bkowalczyk@investstrategic.com

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Education, Experience and Community Service

Previous Adjunct Professor at SUNYIT of Tax and Business Law
Former partner in a law firm specializing in tax, business and estate planning
Member of the New York State Bar Association's committees on business, taxation, trust, estate and elder law
Former Attorney for the United States Tax Court in Washington, D.C. and the New York State Tax Appeals Tribunal in Albany, New York
Graduate of St. Lawrence University, Bachelor of Arts degree in Philosophy
Law degree (J.D.) from Albany Law School of Union University
Masters in Tax Law (LL.M.) from the University of San Diego School of Law

Mr. Kowalczyk is a member of the Board of Directors of numerous community organizations, including The Central New York Community Arts Council and The Boilermaker Road Race.

"From my point of view, one of the most important roles we play is that of educator. We help clients first to understand and then to successfully prioritize and deal with their financial planning goals. These range from investment management to advice on retirement, education, estate, insurance and business planning.

Another important distinction is our independence. We have no relationships that influence our advice other than our clients' best interests. That means that nothing stands in the way of our number one priority, our clients' success.

It is very rewarding for me to identify needs, help clients to see issues, and provide comprehensive solutions. I really enjoy the "people" part of my job as well. For example, many clients come to me about their transition from the working world into retirement. I help to solve the financial issues, which in turn can help reduce the stress associated with such a major life change. That's very satisfying."

* Denotes Cadaret, Grant Disclosure