Home
About Us
Resources
Contact Us

Kimberly Kowalski

Client Services Manager

716-312-7424 x100

716-312-7422

kim@clearplanfinancial.com

Contact

Office: 716-312-7424

Fax: 716-312-7422

6470 New Taylor Road

Orchard Park, NY 14127

TheTeam@clearplanfinancial.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and advisory services offered through Cadaret, Grant & Co, Inc. (“Cadaret Grant”) a registered broker-dealer (Member FINRA/SIPC). Advisory Services are offered through WNY Asset Management, LLC, an SEC Registered Investment Advisor, or Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor. ClearPlan Financial, Inc., WNY Asset Management, LLC, and Cadaret, Grant & Co., Inc. are separate entities. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer or Registered Investment Advisor and does not provide investment advice. Cadaret Grant is a subsidiary of Atria. Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Cadaret Grant representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

IMPORTANT: The projections and calculations generated by this calculator regarding the likelihood of investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Your results may vary with each use and over time.

As a CFP^®'s, Robert E. Kloss, Raymond A. Carter, Jonathan Petrie, and ClearPlan Financial Inc. are fee based.