Iris L. Buczkowski, CLTC

Chief Operating Officer
Strategic Retirement Plans, Inc.

CLTC - Certified Long-Term Care Planner

Email: ibuczkowski@investstrategic.com

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Education, Experience and Community Service
  • MBA Graduate of the SUNY Institute of Technology, with an emphasis in Accounting and Finance
  • Bachelor's of Business Administration degree in Finance from the SUNY Institute of Technology
  • Recipient of the Wall Street Journal Student Achievement Award as an undergraduate for accomplishments in the study of finance
  • Certified Long-Term Care Planner
  • NYS licensed insurance agent in life and accident/health insurance
  • NASD Series 7, 63 & 65 licenses
  • Member of the Professional Development Committee of the Rome Chamber of Commerce
  • Member of the Mohawk Valley Society for Human Resource Management

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"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."

 
  • Chief Operating Officer,
    Strategic Retirement Plans
  • Certified Long-Term Care Planner
  • Series 7, 63 & 65