Kozak & Associates | Fully Invested


Our mission is quite simple, our clients have specific financial goals and it is our responsibility to help make them become a reality. For more than 20 years we have placed an emphasis on providing our clients with financial empowerment. Just as the goals and objectives of our clients are distinctive and diverse, so too are our services, financial strategies and recommendations. We are committed to educating our clients so they may be active participants in defining and ultimately achieving their financial and investment goals.

 

                        

Masthead Photograph by John Fielder

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lease Payment

How much would your monthly lease payment be?

More Calculators →

HOT TOPIC: Shoppers Still Waiting for Security Fix

Current trends in debit- and credit-card fraud and how shoppers can help protect their personal information and financial accounts.

HOT TOPIC: Chinese Market Turmoil

The Chinese government intervened in its financial markets in July. Will China’s troubles affect the global economy?

When Weather Becomes Your Worst Enemy

Companies with disaster plans and adequate insurance protection may be in a better position to reopen their doors after a severe weather-related event.

Adding Real Estate to Your Portfolio

An overview of the potential benefits and risks of REITs, and how real estate investments might help provide portfolio balance.

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