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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

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.