Part 1 of 3 Roth IRA Series Income Limits & Fixing Excess Contributions https://lnkd.in/eZVAidB8
Kotys Wealth Professionals
Financial Services
Valparaiso, IN 57 followers
Investment Advisory services offered through TKG Advisors LLC, a Registered Investment Advisor.
About us
At Kotys Wealth Professionals everything we do is focused on you and your goals. We are fee-only fiduciaries, which means we do what is in your best interest 100% of the time and you receive conflict-free advice without the worry of being sold financial products. In this capacity we add significant value by tackling our client’s complex wealth management issues. Our first order of business is taking the time to get to know you – what you want for yourself and your family, your appetite for risk, and your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. The financial strategies that we develop are as unique as every client we serve, we see money as a tool to help you realize your dreams and reach a higher purpose with your wealth. Kotys Wealth Professionals is a fee-only, independent Registered Investment Advisor (RIA) located in Valparaiso, Indiana serving Northwest Indiana, Greater South Bend/Michiana, and all surrounding areas. While the main office is located in Valparaiso, Indiana, Kotys Wealth Professionals serves clients across the country. We have a unique disciplined portfolio management style that makes us different from other firms. We provide holistic financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. We also specialize in Business Planning and Corporate 401(k) Employee Retirement Plans. Wesley Kotys, CFP®, AAMS®, is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. Investment Advisory services offered through TKG Advisors, LLC., a Registered Investment Advisor.
- Website
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http://www.kotyswealthpro.com
External link for Kotys Wealth Professionals
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Valparaiso, IN
- Type
- Public Company
- Founded
- 2007
- Specialties
- Portfolio Management, Financial Planning, Retirement Planning, Business Planning, Risk Management, Estate Planning, Tax Planning, College Education Planning, and 401(k) and IRAs
Locations
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Primary
Get directions
175 Lincolnway
Suite D
Valparaiso, IN 46383, US
Employees at Kotys Wealth Professionals
Updates
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One of the highly anticipated legislative changes from SECURE Act 2.0 that went into effect 1/1/2024 is the 529-to-Roth IRA rollover. Click the link to read more. https://lnkd.in/e3epvN4f
529 To Roth Rollover
kotyswealthpro.com
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We welcomed Mark Rosinski, CPA, CFP®, back to the office after attending a week long FPA Residency program. This program is a highly acclaimed, experiential-learning program where attendees role-play and work through real-life financial planning scenarios all while receiving feedback from experienced and nationally known deans and mentors to help enrich and deepen their financial planning skills. #finanicalplanning #alwayslearning
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