Koch Financial Group is a full-service financial services company that is focused on serving the needs of our client’s goals and objectives. We want to give all our clients the best stress free retirement possible.
Our mission is to build lasting client relationships based on a level of trust that is earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations. Often times our advice and good counsel is shared freely without payment. That underscores our commitment to serve as your advocate, focusing our attention on putting your best interests first.
To Increase your cash flow and net worth by eliminating your debt, minimizing taxes and fees, and growing, managing & preserving your wealth - safely & securely.
Many Koch Financial Group clients are transitioning from "Wealth Accumulation" strategies, used in their working years, to Wealth Preservation strategies as they retire. Since 85% of our clients are 55 and older, we specialize in the distribution phase of your retirement. We focus on generating a safe and secure retirement income, maximizing your Social Security benefits, and developing wealth transfer strategies.
A message from the Owner:
At Koch Financial Advisors & Insurance Brokers we specialize in safe financial retirement planning, including life insurance and health insurance.
As independent financial advisors and insurance brokers, we are dedicated to personalized service with uncompromising integrity and affordability.
· Our focus is on comprehensive financial plans that provide sound preservation of capital with income growth, are tax advantaged, and produce higher returns with minimal risk.
· Our mission is to help our clients achieve a financially secure and enjoyable retirement. We understand that it is equally important to protect your family's health and provide for them in the future, and we will work with you to understand YOUR needs and prepare a plan to address them.
Our company is based on the belief that our customers' needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals.
We would welcome the opportunity to earn your trust and deliver you the best service in the industry.
If you have any questions, please feel free to give me a call or send an email!
Phone: 1-610-370-7268 or Toll Free: 1-888-410-4573
I hope to speak with you soon! Click Here to Request a Free Consultation
~~ Greg Koch ~~
Koch Financial Advisors "Gives Back"
We are very fortunate to be able to work at a job that we love. Helping people live a richer and fuller retirement is our dream for all of our clients. We also like to help people who are less fortunate than us because everyone matters. As a company we donate 10-20% of our gross revenue each year to several charities. These are some of our favorites. If you are a client and have a favorite charity please let us know.
1. St Jude Children’s Research Hospital
2. Wounded Warrior Project
3. Paralyzed Veterans of America
4. Veterans of Foreign Wars of the United States
5. Smile Train