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Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Kowitz Financial Group, LLC

Managing your assets requires skillful navigation. Let Kowitz Financial Group, LLC serve as your financial GPS (global positioning system), helping you reach your life goals on time and on target. You need a trusted, financial advisor to provide you and your family with personalized wealth management solutions based on your individual needs and objectives. At Kowitz Financial Group, we build long-term relationships by always placing your interests first.

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How We Help You

How We Help You

Insightful wealth management is based on a deep understanding of your financial goals, your lifestyle, and your family values. We get to know you first, then we design a customized, comprehensive financial plan designed to take the worry out of managing your assets. We’ll put the plan into action and stay in close touch with you on every step of your journey.

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Helpful Content

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.