Broker Check
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.

Learn more

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.

Learn more

Helpful Content

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.