Providing You With Financial And Insurance Services

Welcome to Mowinski Financial, a financial services company with advisor focusing on financial planning, investment management and insurance. Feel free to browse our site, you will find a variety of articles, calculators, and research reports. We offer financial and insurance services tailored to your individual needs.  Mowinski Financial is commited to helping you pursue your long-term financial goals. 
 
At Mowinski Financial, we are committed to delivering a level of clarity and value that often surpasses what individuals experience after years with other firms. Our approach to holistic financial planning extends beyond the traditional model by integrating services across multiple disciplines.
Rather than coordinating with four or five separate professionals, clients can rely on us to provide comprehensive management of investments, insurance, taxes, financial planning, and estate planning—all within a single firm.
This unified structure ensures that critical financial, tax, and estate strategies are not only thoughtfully designed but also effectively implemented, minimizing the risk of oversights and maximizing long-term outcomes.
 
 

As personal financial professionals, we can:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs including Investments,
  • Life Insurance, Disability, Long-Term Care
  • Deliver timely information
  • Explain how changing financial conditions may affect you
  • Monitor your financial progress
  • Help make investment planning easier 

 
As experianced professionals in financial planning,we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • What pension and social security strategies should I use?
  • How will the health reform affect me and/or my business?
  • What income strategies would be best suited for me during retirement?
  • How much money will I need in order to retire?
  • What are my Employer-Sponsored plan distribution options?
  • Should I have a traditional IRA or a Roth IRA?
  • Do I need disability income insurance? Long-term care insurance? 
  • How can I ensure that my children receive as much as possible from my estate? 


If you have any questions, contact us at 989-720-5072 or e-mail us at brent@mowinskifinancial.com.  We will be happy to help.  We look forward to talking with you!