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
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Calculating your potential Social Security benefit is a three-step process.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
It sounds simple, but paying yourself first can really pay off.
Even if you’re young and single, you should still consider protecting yourself.
A windfall from a loved one can be both rewarding and complicated.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Even low inflation rates can pose a threat to investment returns.
When markets shift, experienced investors stick to their strategy.