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Your retirement income should last as long as you do.

At Kuzma Financial Services, our sole focus is YOU.

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Plan, Protect, Preserve

Our mission is to help you protect and grow your wealth. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.


Alan Kuzma
president + Founder

Explore our financial services

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

Annuities

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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Wealth Accumulation

You may be able to use time to your advantage when investing for wealth accumulation.

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Asset Protection

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

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Life Insurance

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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Retirement Income Strategies

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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Tax Minimization Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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Kuzma Financial Services is a branch office of Capital Markets, IQ, LLC, a SEC-registered investment advisor. The branch office is supervised by CMIQ compliance personnel and is not an independent division with separate supervisory and oversight structures.