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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

An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.