Services

At Kowitz Financial Group, we pride ourselves on giving you highly personalized financial advice and services free of any conflicts of interest. We are dedicated to building a long-term relationship with you by always placing your interests first.

We conduct extensive research and build a comprehensive financial plan for you based on your financial situation, lifestyle, values, and goals. We look closely at where you are in your life and career, and then create a financial plan to help you get to where you want to be. We provide:

The key to helping you preserve and grow your wealth lies in developing an asset management plan that matches your goals and your risk tolerance. At Kowitz Financial, we choose the asset allocation strategy that best suits your individual needs.

Successful wealth management begins with a comprehensive financial plan that takes into account every aspect of your financial life, including retirement planning, education funding, insurance planning, estate planning, and other factors specific to your individual lifestyle:

Are you on track for a comfortable and enjoyable retirement? Can you modify your current financial strategy to improve your retirement picture Have you taken tax law into account regarding your distribution options? Are you and your spouse prepared for medical and long-term care expenses? Is your retirement plan properly aligned with your estate and education planning?

We work closely with you to answer these questions and more. Our goal is to help you get the most out of your current assets to provide greater financial confidence in your retirement years.  

If you have children headed for higher education, there are many tax-advantaged programs available to help them attend the university they choose. From Section 529 plans to education IRAs, we help you determine which option is the best match for your circumstances and the best fit with the other aspects of your financial plan.

Ensuring that you and your family members are protected from the financial hardships that can stem from death, disability, and protracted illness is a pillar of sound financial planning.

Kowitz Financial Group offers the highest level of service in recommending life, disability, and long-term care insurance to protect your income and assets and to give your family greater financial confidence. Since we are independent, we search out the most suitable insurance products for you.

Deciding when, how much, and to whom you will transfer your property or assets is a complex and sensitive undertaking. We will coordinate with your attorney, accountant, and other advisors to ensure that your wishes are understood and carried out.

We help you define your personal, family, and philanthropic goals. Then, we analyze all gift and estate tax implications before implementing your plan.

More information coming soon.