Alan Kossack - Kossack Investment Planning

For 34 years as a Retirement Protection Specialist we've provided financial planning financial services including retirement planning, investment planning, insurance and tax planning. We've protected, preserved and grown clients' assets using investment strategies that have helped maximize returns while minimizing risk. We provide peace of mind through the use of safe money strategies. We advocate financial planning strategies designed to protect principal, while allowing participation in the opportunities of the market and tax-favored strategies for accumulating wealth, leaving a legacy, or generating tax-free income.

Some of the financial services we provide include 401K, IRA, pension plan and other rollovers; IRA, Pension & Profit Sharing Plans, SEPs, SIMPLEs, and personal 401K pension planning; Retirement Income Planning; Roth IRAs; Annuities; Long Term Investment Strategies; Wealth Transfer and Legacy Planning; Tax Planning and Estate Planning Financial Strategies as well as Key Man insurance and executive compensation pension planning.? We also address business and personal family protection life insurance issues.

Not all investment strategies nor financial products are created equal. Our extensive 34 year experience has taught us a great deal about financial products, those that actually work as described, which investments to include in your porfolio and which to stay clear of. We look forward to helping you to have success with your investments.


Financial Services:

401K, IRA, and Pension Plan Rollovers
IRA, Pension & Profit Sharing Plans, SEPs, SIMPLEs, Personal 401Ks
Retirement Income Planning
Roth IRAs
Annuities
Long Term Investment Strategies
Wealth Transfer & Legacy Planning
Tax Planning & Estate Planning
Business Key Man and Executive Pension Planning
Business and Personal Family Protection Life Insurance Issues

Call for an appointment today!


We serve small business owners, individuals, and families in Tucson, Oro Valley, Marana, Saddlebrooke, and other parts of southern Arizona.

For your convenience we offer a complimentary consultation and provide appointments in your home or office.