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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Experience, Education and Community Involvement

Bradley M. Kowalczyk joined the firm in 1998 and is the President of the Alan R. Leist Planning Group, Inc. and Strategic Retirement Plans, Inc.

Experience
Served as an attorney for the United States Tax Court in Washington, D.C. and the New York State Tax Appeals Tribunal. Brad was a partner in the Kowalczyk Law firm specializing in the areas of business, taxation, trusts and estate laws. He was also an adjunct professor at the SUNY Institute of Technology for Tax and Business Law.

Education

Masters in Tax Law (LL.M.), University of San Diego School of Law
Law degree (J.D.), Albany Law School of Union University
Bachelor of Arts degree in Philosophy, St. Lawrence University

Community Involvement
Present:

Member of the New York State Bar Association's committees on business, taxation, trust, estate and elder law
Member of the Board of Directors of the Central New York Community Arts Council
Member of the Board of Directors of the Boilermaker Road Race
Member of the Board of Directors of Upstate Cerebral Palsy

"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