Broker Check

Koch Financial Services

11300 4th Street North

Suite 100
St. Petersburg, FL 33716

How We Can Help You

Retirement Planning

  • Tax-efficient Investing strategies
  • Principal-protected savings strategies
  • Retirement Income Strategies

Business Planning

  • Business income tax reduction strategies
  • Buy Sell agreement design
  • Deferred compensation strategies
  • Business exit strategies
  • Retirement Plans including 401(k)s, Simple IRAs, SEPs

Estate Planning

  • Estate tax reduction strategies
  • Estate tax funding strategies
  • Living trust design
  • Life insurance trust design
  • Life insurance policy design
  • Shopping for the most competitive life insurance policy
  • Charitable planning
  • Gifting strategies to benefit your children/grandchildren

Income Strategies

  • Systematic income streams
  • Tax-efficient income models
  • Income longevity solutions
  • Social Security Claiming Strategies