John Kochevar| CFP®
Kochevar Financial Planning
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Grafton, MA 01519
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
John Kochevar is a Grafton, MA Fee-Only Financial Planner serving Grafton and all surrounding areas. Kochevar Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. John Kochevar is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
John Kochevar is the founder and manager of Kochevar Financial Planning, LLC. He is a registered investment adviser representative in the Commonwealth of Massachusetts. He received formal academic financial planning training at Boston University. He is a CERTIFIED FINANCIAL PLANNER (tm) practitioner. He also completed advanced financial planning training programs administered by the National Association of Personal Financial Advisors and the Financial Planning Association.
He is a member of the Alliance of Comprehensive Planners, the National Association of Personal Financial Advisors, the Financial Planning Association, and the Fee-Only Network. His offices are located in the MetroWest and Worcester areas of Massachusetts.
We are a fee-only firm. You are our only interest.
Because we are a fee-only firm, we focus entirely on the goals and needs of our clients. As a fee-only firm, we are not brokers or dealers. We do not sell securities or insurance and do not receive any commission payments. Our only interest is serving the specific needs of each of our individual clients.
A sound, realistic financial plan by our firm can free you from worry about how you are doing and where you are heading financially. We can help you to dream and look forward to what you want to do and where you want to be in your life. We will work with you over the long run to prepare and implement ways to achieve your financial goals and dreams.
Investment consultation with our firm can free you from worrying about how you have invested your savings. We can design and help you implement a balanced investment portfolio primarily composed of mutual and exchange traded funds with low management fees. We will work with you to create and implement an investment policy that is customized for your specific needs and goals. Our recommendations will help you to focus on the long run rather than day to day financial market fluctuations and news.
We also offer income tax preparation and filing. Income tax planning is an essential part of the creation and implementation of a complete financial plan for you.