ourservices_hero

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:

  • Personal Financial Planning
  • Retirement Planning
  • Investment Advice
  • Lump Sum Distribution Advice
  • Divorce Planning
  • Retirement Income Planning
  • Second Opinion on a Current Portfolio
  • College Planning
  • Education seminars for businesses, military, religious or civic groups

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

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