Establish Your Legacy With A Sound Financial Plan

At Koob Wealth Management, we understand that managing your investments can be complex and time-consuming. That's why we take a disciplined approach to risk and return, and believe in educating our clients so they can make faster, more informed decisions.

We provide services including but not limited to:

Investment Planning

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Planning
  • Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • College Planning
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Business

  • Small Business Planning
  • Business Retirement Planning
  • Tax Planning Strategies