Jeffrey Kostis (BBA, CDFA, CFP®, CPA/PFS, MAcc)
Jeffrey Kostis focuses in the
following client markets or areas of practice:
- Business Owners
- Hourly
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Business Owners
- Hourly
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
JK Financial Planning can provide guidance in all areas of financial planning. In addition to investment management, JK Financial Planning offers advice on an hourly basis, allowing you to access professional advice when you need it.
JK Financial Planning specializes in the following areas:
* Divorce - Jeff has earned the Certified Divorce Financial Analyst (CDFA) designation and uses this specialized knowledge to help families and individuals through the divorce process.
* Investment planning - JK Financial Planning can recommend an investment strategy customized to your needs, goals and risk tolerance then analyze your current portfolio to make specific recommendations for changes to your portfolio.
* Retirement planning - JK Financial Planning can help you plan for the retirement that you want and monitor your progress to meeting your retirement goals.
* Retirement income generation - Once you decide to retire, the next step becomes determining how to turn the assets you saved during your working career into spendable money in retirement. JK Financial Planning can help set your long term income strategy and help with the decisions you need to make every year.
Additional Information
Jeff's passion is working with people and helping them prepare for the transitions in their lives. Jeff delivers financial plans in easy to understand language, without the usual industry jargon.
NAPFA Start Date
October 24, 2007
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