Iris L. Buczkowski, CLTC
Chief Operating Officer
Strategic Retirement Plans, Inc.
Email: ibuczkowski@investstrategic.com
"Retirement and contingency planning are key elements of anyone's overall financial plan. Our goal is to help our clients create a roadmap to retirement and plan for the unexpected events that may occur along the way. It is important to build trust and solid relationships with our clients because in most cases, financial plans are multigenerational, as legacies are passed along. With Strategic's deep bench of expertise and credentials, we are able to provide our clients with a comprehensive approach to their entire situation.
In my opinion, Strategic's largest asset is their independence. It is an important factor in the business we do because we are able to provide solutions to our clients based on their circumstances without any limitations or restrictions. Our number one priority is helping our clients achieve financial success. Sometimes clients may experience stress when trying to solve financial issues on their own, and that is where we are able to help. At the end of the day, the most satisfying part of my job is when I am able to lay forth a plan that shows a client they will be able to accomplish their goals, and they are satisfied when they walk away."
