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
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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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Understanding how a stock works is key to understanding your investments.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Here are 5 reason why you may consider working through retirement.
Medicare’s popular program, offering free gym membership and health education.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When markets shift, experienced investors stick to their strategy.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
Have you explored all your options when it comes to managing your taxable income?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.