At Kowitz Financial Group, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Edna Kowitz, CLU, ChFC, CLTC, CDFA
443 628 9193
Edna Kowitz began forming the values that guide her as a financial advisor when she was a young woman working in her family’s small business in her native Baltimore.