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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

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.