Koss Olinger Services

Initial Planning

● Goal Based Planning
● The Wealth Navigator System™ (WNS™)
● The Legacy Optimizer™ (LO™)
● Philanthropic Planning
● Asset Protection
● The Secure Retirement Maximizer™ (SRM™)
● Cash Flow Projections
● Required Minimum Distribution Planning
● Education Funding
● Executive Benefit Analysis
● 401(k) and Retirement Planning
● The Optimized Portfolio Solution™ (TOPS™)
● Asset Allocation Strategies
● The Confidential Underwriting Process™ (CUPS™)
● Settlement Optimization Solution™ (SOS™)

Implementation

● Investment Services
● Investment Policy Statement for Each Portfolio
● Bucketing Strategy
● Dedicated Employee to Facilitate Transfers
● Coordinate New and Existing Insurance
● Implement Game Plan with CPA and Attorney

Ongoing Services

● The Wealth Manager™
● LO™, SRM™, TOPS™ Updates
● Client Web Portal Access
● Account Aggregation
● Tax-loss Harvesting
● Portfolio Rebalancing
● Custom Performance Reports
● Video Updates
● Personalized Meetings
● Resource for Family and Friends
● Family Pricing
● Tracking of Life Insurance
● Manage and Service All Policies
● Life Event Strategy Sessions
● Family Meetings
● A Team of Over 20 to Support You

Contact Us About Our Services

2700-A NW 43rd Street
Gainesville, FL 32606

ph: 352-373-3337
toll free: 800-373-3302

fx: 352-373-1864

e: info@kossolinger.com

Take The First Step Today

The first step is an initial consult with our team to answer any questions you may have. Please click the button below to contact us for your first meeting.