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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
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here are six flags that may make your tax return prime for an IRS audit.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The federal government requires deceased individuals to file a final income tax return.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Savvy investors take the time to separate emotion from fact.
Peer-to-peer payment apps are one of the newest ways to send money.
If you died, what would happen to your email archives, social profiles and online accounts?
There are hundreds of ETFs available. Should you invest in them?
Here’s a crash course on saving for college.