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Our Services

Minder Narusiewicz, Inc. believes in a team approach to provide you the education, guidance and motivation to effectively implement your personal and/or business goals. You are the key member of our team. We work with you to gather the facts necessary to get a clear picture of where you are today and where you would like to be. We help you set goals and identify priorities. We work with you to explore various options and develop strategies that will help you get to where you want to go.

Transitional Planning Life-altering changes. New opportunities. Retirement, the death of a spouse, the sale of a business, and unexpected family demands are some the major events our clients have experienced. We will be a mentor and guide to help you determine what adjustments you need to keep you on track through the sharp turns on life's road. Our long experience has guided many clients through such transitions.

Financial Planning is not a one-time event or process. It should be an integral part of one’s life-long journey. This process can be an intimidating and confusing ordeal. Here are some common aspects to consider as you approach the process:

  • Protecting what’s important
  • Planning for Education
  • Pre and Post Retirement Income Planning
  • Reducing the impact of taxes where possible
  • Leaving a legacy
  • Giving back to the community.

Our job is to work with you as you consider each aspect of the financial planning process. We will help guide you to develop steps to achieve your goals and keep you on course.

Investment Management is a disciplined process of managing risks and matching returns to your goals. Your participation in the development of the overall framework is essential to our process. We work with you to determine what strategy fits best with your goals. We strive to keep you focused on your long term goals and not the day-to-day returns of your investments.