info@ko-advisors.com     Phone: (440) 888-6884

Our financial planning covers:

Financial Planning

Take inventory of where you are now, where you want to be and what it may take to get there.  Financial planning is more than numbers.  It is more than asset allocation or debt analysis.  Financial planning is personal.  Set an appointment to create your personal financial plan.

 

 

Insurance

Eliminate the financial impact of “what ifs”. What if you get sick or hurt and cannot work? What happens to your family if you die prematurely? What if you require long term nursing care? While insurance cannot lessen the emotional impact of hard times it can save your family from financial catastrophe. 

 

 

Goal Based Investment Advice

You have a vision. You know what you want. Our objective is to calculate a target rate of return and to build a portfolio that can get you there as safely as possible.

 

 

Educational Funding

You’d like to give your children the best opportunity to succeed in life, but navigating the maze of education funding options can be intimidating. We can help.

 

 

Retirement Account Management

Do you participate in a retirement plan through work? For many this is their biggest asset. Unfortunately most get little to no advice on their 401k or 403b. Studies have shown that those who get help fare better than those who go it alone.* We have solutions to advise you on assets in your company’s retirement plan regardless of where the assets are held. * Source: AON Hewitt & Financial Engines, Helping in Defined Contribution Plans: 2006-2010 AON Hewitt, The Real Deal 2012: Retirement Income Adequacy at Large Companies

 

 

Company Sponsored Retirement Plan

You have a vision. You know what you want. Our objective is to calculate a target rate of return and to build a portfolio that can get you there as safely as possible.

 

 

Client Portal & Data Aggregation

Do you know where everything is?  You should but when you have multiple accounts the statements or online access can get overwhelming.  Our solution gives clients a hub to access all of their accounts.

 

Career Opportunities

Are you an advisor looking to make a broker dealer change? Are you a college student pursuing a career in financial planning or accounting? Are you interested in a career or internship with ko-advisors, LLC?

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