We use a 360-degree approach to help you achieve alignment. Here are the tools we use to get there.
Working with an advisor to design your investment portfolio to achieve your objectives
Ensuring your net worth is growing as required to meet your life objectives
Managing the risk of death or disability and the related healthcare costs.
Answering the question, “How much will I need to live the way I’d like to?”
Designing a plan to distribute your assets to those you care about it, in an orderly and tax-efficient way
Typical accountants are historians. But to chart a bold path forward, you can’t rely only on past performance. Koff & Associates is a new kind of accountancy. We take a 360-degree approach to optimize your future with the best outcomes for your business, your personal life and your legacy.