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
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
One way to find money is to examine your current spending habits and eliminate money wasters.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What does the Tax Reform and Jobs Act mean for you?
For many, retirement includes contributing their time and talents to an organization in need.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When should you take your Social Security benefit?
There’s an alarming difference between perception and reality for current and future retirees.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
$1 million in a diversified portfolio could help finance part of your retirement.