Our services: client-focused, life-ready
To own your future, you must own the moments that shape it. That takes preparation and guidance that most financial planners just can’t offer. JK Financial Planning provides a unique alternative as an as-needed, on-demand resource that puts your future first and foremost in any plan. As a fee-only advisor, we are beholden to no one’s interests but those of our clients.
We’re prepared to help you reach your goals
Independent and flexible, JK Financial Planning has the experience and insight to guide you toward whatever financial goals you have, like planning your retirement, paying for a college education, growing your business or minimizing your tax burden. Our services include:
Own the future of your business, too
Drawing on over 14 years of corporate experience, Jeff can help your small business by providing business planning services, including sales and cost analysis, budgeting and forecasting, among other services.
Jeff Kostis, President
Certified and experienced, Jeff shares his insight to help educate each client.
- CERTIFIED DIVORCE FINANCIAL ANALYST™, 2011
- CERTIFIED FINANCIAL PLANNER™, 2008
- CPA/PFS, 2008; CPA, 1995
- Master’s degree in Accounting, University of Texas, 1993
- Graduate of Bradley University, 1991