Jeffrey Kostis
CFP®, CPA/PFS, CDFA®
JK Financial Planning, Inc.
Financial Advisor
Jeffrey Kostis
CFP®, CPA/PFS, CDFA®
JK Financial Planning, Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Kostis, CFP®, CPA/PFS, CDFA®
Fee-Only Financial Advisor serving Chicago and northwest suburbs with offices in Chicago and Vernon Hills
Jeffrey Kostis is fee-only finanical planner located in Vernon Hills, IL and serving the Chicago area and clients across the country. JK Financial Planning, Inc. provides comprehensive financial planning, retirement planning and divorce financial planning, to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Kostis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Jeffrey Kostis is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Jeffrey Kostis is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Jeffrey Kostis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Jeffrey Kostis is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
-
Jeffrey Kostis is a Certified Public Accountant (CPA)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
-
Jeffrey Kostis is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
-
Jeffrey Kostis is a member of the Garrett Planning Network. Click here to learn more.Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
-
Jeffrey Kostis Contributes to the Wall Street Journal: "VOICES: Jeff Kostis, On Acting When the Time is Right"
-
Jeffrey Kostis is Quoted on Kiplinger: "Dividing Your Assets in a Gray Divorce"
-
Jeffrey Kostis is Quoted in USA Today: "5 tips for staying under your own debt ceiling"
-
Jeffrey Kostis is Quoted on CNBC: "Popularity Of Target-Date Mutual Funds Soars"
-
Jeffrey Kostis is a Member of Collaborative Divorce of Illinois
Contact Jeffrey Kostis
Office Locations:
-
94 Montclair Road
Vernon Hills, IL 60061 -
10 S Riverside
Suite 875
Chicago, IL 60606
