Jeffrey  Kostis

Jeffrey Kostis

| CFP®, CPA/PFS, CDFA™

JK Financial Planning, Inc.

(847) 840 - 7496

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Fee-Only Financial Advisor serving Chicago and northwest suburbs with offices in Chicago and Vernon Hills

Specialties

  • Fee-Only Financial Services
  • Divorce Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Charitable Giving and Trusts
  • Comprehensive Financial Planning
  • Estate Planning

Website

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94 Montclair Road
Vernon Hills, IL 60061

10 S Riverside
Suite 875
Chicago, IL 60606

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jeffrey Kostis is a Chicago, IL Fee-Only Financial Planner serving Chicago and all surrounding areas. JK Financial Planning, Inc. specializes in providing objective financial planning, investment management, and divorce planning to help clients grow and protect their assets through life's transitions. Jeffrey Kostis is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Meet Jeff Kostis, CFP®, CPA/PFS, CDFA™

Unlike most financial planners, Jeff is an independent and objective advisor who specializes in helping clients own their futures by owning the moments that shape them. As a fee-only financial planner, Jeff is committed to being there when clients need him, and only when they need him. To Jeff, the only measurement of success is how well he helps each client control their own financial futures.

Count on independent and unbiased support

Jeff’s services extend to virtually every transition event possible, making him uniquely able to address the individual challenges and opportunities of life-changing moments. When you work with Jeff, you work with a talent that has earned the confidence of clients all over the Chicago area.:

Get the answers you need to succeed

While he has access to a variety of financial tools, Jeff doesn’t sell pre-packaged solutions. He doesn’t confuse clients with industry jargon. He simply offers the objective, informed guidance with step-by-step simplicity that can help turn any life transition into a life opportunity.

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Our services: client-focused, life-ready

To own your future, you must own the moments that shape it. That takes preparation and guidance that most financial planners just can’t offer. JK Financial Planning provides a unique alternative as an as-needed, on-demand resource that puts your future first and foremost in any plan. As a fee-only advisor, we are beholden to no one’s interests but those of our clients.

We’re prepared to help you reach your goals

Independent and flexible, JK Financial Planning has the experience and insight to guide you toward whatever financial goals you have, like planning your retirement, paying for a college education, growing your business or minimizing your tax burden. Our services include:

  • Personal Financial Planning
  • Retirement Planning
  • Investment Advice
  • Lump Sum Distribution Advice
  • Divorce Financial Planning
  • Retirement Income Planning
  • Second Opinion on a Current Portfolio
  • College Planning
  • Education seminars for businesses, military, religious or civic groups

Own the future of your business, too

Drawing on over 14 years of corporate experience, Jeff can help your small business by providing business planning services, including sales and cost analysis, budgeting and forecasting, among other services.

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