Louis J. Czerwinski, CRPC®

About Me

I have been in the financial planning profession since 1970, working with small businesses, key groups and individuals in the areas of retirement, estate and business planning, and executive compensation.

I am an Exit Planning Strategist. I help business owners develop strategies to deal with a situation that can lead to a forced exit of their business.

My company designs benefit plans for companies of five or more employees while providing strategies for business owners to help them avoid the four major causes which force an abrupt exit from their businesses and possible bankruptcy!

Other Info

For more information about Lou and/or to visit his firm's website, please visit:






I provide services for individuals and business owners in the following areas:


  • · Estate and Asset Protection Planning

  • · Medicaid Confiscation Recovery For Your Heirs

  • · Executive Compensation and Tax-Free Retirement Strategies

  • Business Growth and Transition Planning

  • · Succession and Exit Strategies for Business Owners

  • · Life Insurance Design and strategies to fund liabilities

  • · Benefit Planning for small companies with 5 or more employees

  • · Retirement Planning (Asset Cycle Portfolio)

Contact Me 

Louis J. Czerwinski, CRPC®
Allegiant Wealth Management, LLC
P: (203) 626-2225
A: 61 North Plains Industrial Rd #314

Wallingford, CT 06492

W: www.AllegiantWM.com  E: Lou@AllegiantWM.com