Lisa Kowalski
CFP, ChFC · Kowalski Financial Group
About Lisa Kowalski
Lisa Kowalski helps pre-retirees and retirees in Minnesota transition confidently into retirement. With 16 years of experience and expertise in retirement income distribution, she creates withdrawal strategies that maximize income while minimizing taxes and preserving wealth for heirs.
Services Offered
Fee Structure
Fee-Based
Minimum assets: $300,000
This advisor charges fees for planning but may also receive commissions on certain products. They offer a blend of fee and commission compensation.
Specialties
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Insurance Planning
Get the right coverage with expert analysis of life, disability, long-term care, and property insurance needs.
Estate Planning
Protect your legacy with wills, trusts, beneficiary designations, and wealth transfer strategies for future generations.
Why Choose Lisa?
16+ Years Experience
Proven track record serving clients since 2010
2 Professional Credentials
Holds CFP, ChFC designations
76 Client Reviews
4.8/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Lisa has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Lisa is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Lisa for over 5 years and they have consistently delivered excellent advice. Their expertise in Retirement Planning has saved us thousands.
Location
Minneapolis, Minnesota
Map integration available on request
Request a Free Consultation
Connect with Lisa to discuss your financial goals. In-person or virtual meetings available.
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