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 & Tripp 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
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Tips to avoid checking in luggage on your next vacation.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Key questions to answer when you are considering retirement.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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 capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Even low inflation rates can pose a threat to investment returns.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
Bucket lists don’t have to be for tomorrow.
Estate conservation is too important to put off. Do you have a smart exit strategy?