Your financial future is important. You’re working hard to get there, we can help clear the way and provide perspective.Learn More
It doesn’t have to be complicated, but it does need to be comprehensive, clearly defined and measurable.Learn More
Your Personal Website
It takes the best tools to achieve the best results, your personal website and vault will keep everything close at hand.Learn More
Achieving Financial Goals
We are Kozak & Associates, a private asset management firm headquartered in Highlands Ranch, CO, with clients from coast to coast. We place 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, strategies and recommendations. We are committed to educating our clients so they may be active participants in defining, measuring and achieving their goals.Contact Us
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Ascertaining the value of your business is important for a variety of reasons.
Earnings season can move markets. What is it and why is it important?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Try these activities to keep your brain sharp.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Around the country, attitudes about retirement are shifting.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.