Jeff Kozinski Jr. Financial Planner
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I'm a person who values family and aims to create positive change in the community by helping others. I look forward to hearing from you soon!
I'm excited to share that I am here to help you plan for your financial future and achieve your goals. I am confident that a 45 minute conversation with me and my team could have a positive impact on your financial well-being. Whether you have questions about retirement planning, investment strategies, or simply want to get your finances in order, we can help. To learn more about my services and to schedule a meeting, please feel free to reach out to me via Facebook or by calling the number listed on my website.
12/15/2023
If you’re contemplating getting married, I can help you and your partner navigate through some important money conversations.
4 Key Money Conversations to Have When You’re Getting Engaged A recent survey by Northwestern Mutual found that nearly three quarters of Americans think popping the question shouldn’t come before an honest conversation about money.
12/14/2023
Have you heard the good news? The amount you can add to your retirement accounts just went up. Let’s work together to ensure your future is in good hands. Message me to get started.
When the unexpected strikes, it helps to have a plan. I’m here to help you feel secure, no matter what life throws your way. DM me today to get started.
Nearly three-quarters of Americans think a candid conversation about money should come before popping the question. Do you agree? I’m here to help ensure your journey to "I do" starts on the right financial foot. DM me to start the conversation today.
*Planning and Progress Study, 2023
At the end of a long day, your defenses are down and spending is up. So, put down the phone during those late night hours–having a good plan saves you money, and in this instance, maybe you’ll even get to bed earlier, too.
12/04/2023
You still have time to get back on track. Reach out if you’re looking for help in creating a budget that works for you.
How to Recover When Your Holiday Budget Is Blown Even if you’ve already gone over your holiday budget, you still have time to get your finances back on track. These tips can help.
11/29/2023
Having a baby is an exciting time! It’s also a good time to update or create your financial plan. Please reach out if you’d like to have a conversation to make sure you’re ready financially for your new baby.
Life Insurance for New Parents When you're putting together everything you need to take care of your new arrival, be sure to include life insurance—and take some time to research your options.
Do you feel puzzled by financial planning? Are your goals so personal and varied that, at first glance, they feel like pieces that don’t fit together? I can help you assemble all the pieces so you can see the complete picture. Reach out, and let’s talk.
11/20/2023
Some of the most memorable experiences don’t cost a dime, but it’s still important to reassess your financial plan towards the end of the year. Ready to get started? Reach out today.
We all know that shopping for the holidays can get expensive, and the Financial Flash Challenge: Holiday Edition is here to help you through it. Follow me for weekly savings challenges designed to help you set aside enough money for holiday gifts without having to miss out on holiday fun. Stick to the plan and see holiday shopping get less stressful. You've got this!
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3960 Hillside Dr
Delafield, WI
53018
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