Death of a Loved One

In the summer of 2017, our president, Adam Koos, suddenly lost his only brother, who was killed instantly in a motorcycle accident in Cleveland, leaving behind four amazing young children. No one never expects to face the complications and hassles that come along with losing a loved one at the young age of 37, but it just goes to prove that one can never start planning too early. And at a time like this, the last thing you want to be worrying about are big, complicated financial decisions.

Much like your retirement plan, inheritance planning isn’t a one-time event, but rather a process that we implement alongside you and your family.

We help you navigate through complex financial issues, ensuring that your wishes are carried out with the best possible outcome, all planned in advance.

However, there are situations that arise when the inevitable is imminent. This can result from a sudden change of health or even a life-threatening injury. Regardless of the scenario in question, it’s imperative that you notify your financial planner if your loved one is in the final stages of life so that we can implement any and all available preventative measures.

Once we’ve gone through the process and have a living, breathing plan in place, you can focus on what matters most – being with your family, supporting each other, and dealing with the grieving process in your own way, without the hassle and inconveniences that result from improper, untimely planning.

Top 5 Questions to Ask When Searching for a Financial Advisor

Request Your Special Report Today

Get Your Copy

What’s My “Risk Number?”

Does your retirement portfolio match your long term goals. How much risk are you really taking?


Free Portfolio Risk Analysis

Start Your Plan Today

Whether you’re planning for retirement, managing a life transition, or concerned about the longevity of your retirement nest egg, we’re here to help.

Get Started Today

As Seen In: