Kochis Fitz

Financial Independence

Financial Independence and Wealth Accumulation Planning. Many Kochis Fitz clients are still accumulating substantial wealth from their employment, business, or professions. All of our clients, however, are eager to know whether what they have already accumulated or can plan to acquire is adequate to comfortably achieve all their key goals. Through rigorous and iterative analysis, we guide our clients to reliable conclusions for managing the complex interplay of:

• desired expenses,
• the amount and timing of family and charitable gifts,
• whether to continue employment or business involvement or to “retire”, and
• what investment returns and risks to pursue… or accept.

Some clients discover that they are able to expand expenses, make more generous gifts, or cease employment sooner than they had expected.Others conclude that they must curtail expenses and/or pursue more aggressive career and investment strategies in order to achieve their goals. In all cases, clients have the comfort of knowing that they benefit from expert and completely objective guidance in reaching these conclusions. All Kochis Fitz clients develop a plan of action to best accomplish realistically achievable goals, however modest or ambitious those goals may be.