These are the moments that matter.
In every life, there are moments that change everything: marriage, starting a business or receiving an inheritance, for instance. These transitions send ripples through your life and the lives of your family. They affect everything you do, everything you have and everything you are. They are moments of uncertainty, vulnerability—and opportunity.
Find financial advantage in every transition.
Independent and objective, JK Financial Planning can guide you through the most turbulent or exciting times of your life, helping you to emerge financially stronger. We offer unbiased alternatives, tailored to your individual goals—from a comprehensive financial plan to as-needed advice for a particular challenge.
Count on guidance when you need it most.
Good or bad, life transitions can be overwhelming. That’s when you need JK Financial Planning to help guide you through:
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Marriage |
Paying for college |
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Divorce |
Inheritance |
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New/lost job or raise |
Retirement |
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House buying/selling |
Loss of spouse |
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New Child |
Estate planning |
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Jeff Kostis, President
Certified and experienced, Jeff shares his insight to help educate each client.
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CERTIFIED FINANCIAL PLANNER™, 2008 |
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CPA/PFS, 2008; CPA, 1995 |
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Master’s degree in Accounting, University of Texas, 1993 |
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Graduate of Bradley University, 1991 |
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