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Walter J. Golczewski, EA

Investing Today for a Better Tomorrow

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome to our web site.

Everyday, your life changes.
With respect to planning your finances, understand that tax laws change, market conditions change and interest rates change. Over time, any one of these changes can have a dramatic impact on your financial situation.

With thousands of investment choices available in the market place today, choosing the right one is not easy. Working with a licensed professional certainly makes sense for you when planning for a child's education, your retirement, or your desire to gain financial independence.

If you’re like most Americans, you have many questions relating to financial matters that are very important for your current and future financial health.

  • How should I start investing?
  • When should I begin?
  • How much will I need to retire?
  • Where should I invest my IRA funds?
  • What should I do with my 401K distribution?
  • How much will I need to fund my child’s education?
  • What is a 529 Plan all about?
  • Do I have enough life insurance?
  • Should my non-working spouse have life insurance?
  • What is long-term care insurance?
  • Do I really need disability insurance?

Through my affiliation with Cetera Financial Specialists LLC as a Registered Representative, I can assist you with the answers to these and other financial related questions.

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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