The Koch & Bowker Group

Group Mission Statement

We are focused on identifying solutions to major financial lifestyle issues including education, retirement, estate investment planning, investment tax efficiency, and portfolio planning while striving to establish consultative relationships with our clients.  We make every effort to continually educate our clients and ourselves in order to provide “a level playing field” for each of our clients.

We are a leading provider of wealth management advice primarily serving business owners, professionals, and retirees.  The needs of these groups are complex and interesting and our unique skill set as a firm allows us to address both the individual and enterprise.  We provide the core services in-house to serve our clients, and have implemented a protocol for getting outsourced solutions to complement our own expertise and advanced planning strategies.

1. Retirement Plans – for our clients who own or manage businesses, we work to provide the best possible benefits programs to help them attract and retain key talent. We offer a full menu of qualified and non-qualified plan options for small to large organizations.
   
2. Personal Wealth Management – Asset Allocation, Growth and Income Strategies, & Options strategies.
   
3. Financial Planning – Helping our clients establish prudent and realistic life goals and asset allocation models to achieve them. Retirement Planning, Business Succession Planning, Estate Planning and Asset Allocation Modeling are the areas in which we spend the most time.

This process ensures that we are considered in the recommendations of attorneys and CPAs in this market for their clients, and that we are perceived as the employer of choice by skilled and motivated individuals.