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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
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A few strategies that may help you prepare for the cost of higher education.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Do you have an estate strategy? You should.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
The uncertainties we face in retirement can erode our sense of confidence.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn about what risk tolerance really means in this helpful and insightful video.
Taking your Social Security benefits at the right time may help maximize your benefit.
When do you need a will? The answer is easy: Right Now.
If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.