Comprehensive Financial Services
Koss Wealth Advisors is proud to be partnered with LPL Financial, the largest independent broker/dealer in the United States as reported by Financial Planning Magazine. Over 22,000 financial representatives across the country are affiliated with LPL Financial. LPL has zero proprietary products and its broad platform enables Koss Wealth Advisors to access thousands of investment products and services.
Investment Management & Wealth Enhancement
Getting to know you, your financial picture, and your life goals are at the center of everything we do. We work with you closely to help you make financial decisions for today, tomorrow and the future. Every situation is unique and circumstances change over time. We have the experience and professional tools to help you grow and protect your investments.
Income & Retirement Planning
We work hard to help our clients live a retirement where their choices aren’t limited by their money. We match your portfolio risk to your position in life, the markets, global economy, and your risk tolerance. We work directly with you and listen to put the best strategies in place for your long term goals.
Tax Minimization Strategies
Minimize the amount of overall taxes you pay during your lifetime. Rising taxes and changing tax laws are a concern for all of us, especially those thinking about and planning for retirement. We can tailor a variety of proven strategies to manage & reduce your tax burden to protect your financial picture and outcomes.
Insurance & Protection Planning
Creating peace of mind knowing your loved ones will be well taken care of in the event of premature death or health issues is our goal. Life insurance can offer that along with several key long term investment and tax benefits. All life insurance plans are not created equal. We take the time to find the right options and solutions and work with you to protect what’s most important in life. Although we provide all kinds of insurances, products alone aren’t enough. They need to be designed and used in your unique situation to be there when needed.
Wealth Transfer & Estate Planning
Having an up to date plan for your estate and wealth transfer can be reassuring for you and your heirs. In addition, anyone with charitable intent should look at the powerful tax benefits available from various giving methods.
Dedicated Team & Individual Service
Tom and his team will provide excellent service and peace of mind to their clients.