Koff & Associates
Services

Let’s get technical.

We use a 360-degree approach to help you achieve alignment. Here are the tools we use to get there.

Business

Personal

Investment
Planning

Working with an advisor to design your investment portfolio to achieve your objectives

Wealth
Creation

Ensuring your net worth is growing as required to meet your life objectives

Insurance
Planning

Managing the risk of death or disability and the related healthcare costs.

Retirement
Planning

Answering the question, “How much will I need to live the way I’d like to?”

Estate
Planning

Designing a plan to distribute your assets to those you care about it, in an orderly and tax-efficient way

The future lies ahead.

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.

Let us help you optimize your business.