Kobie  Thakar
Kobie Thakar

ADV Investment Management

Fee-Only Financial Planner serving the Harrison, NY area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

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500 Mamaroneck Avenue
Harrison, NY 10803-1802

Kobie Thakar is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Kobie Thakar is a Fee Only Financial planner in Westchester County, NY. She is a NAPFA-Registered Financial Advisor, specializing in helping women plan to achieve financial security. Women face unique financial planning challenges, and this is especially true in retirement.  Women tend to take more time out of the workforce to care for children and/or parents. As a result, women typically have smaller 401(k) balances and receive smaller Social Security benefits than men. To add to the challenge, the difference in gender-related longevity means that women generally have a longer retirement than men. Working with a financial advisor on a financial plan can help prepare for a more secure retirement.