Do these words come to mind when you think about your finances? They can, and they should. At Koss Financial Group, our advisors aim to simplify your life and take you through the financial planning process, step-by-step. Our team values building relationships; we listen to the client’s needs and create a custom-made plan designed specifically for you. We ask the tough questions, such as what are you going to do next in life? What do you want your retirement to look like? And then we help you get there. Because life is about more than just money - it’s about really living, and our business is about helping you achieve the quality of life you’ve always wanted.
Your security is our priority. Please take a moment to read through this very short brochure that expresses our sincerity towards protecting what you have entrusted to us. Keeping Your Account and Personal Information Secure explains Raymond James coverage if ever their system were to be compromised. Equally important is page 3 which describes a few things that you can do to help safeguard your information and accounts. If any further questions, please don’t hesitate to contact us.
Our new parking lot is accessible from North 10th Street. Follow our new sidewalk along the west side of the office and enter through the front door as always.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.