Vernon Hills IL 60061 Phone: (847) 840-7496 Fax: (206) 339-5887
20 N. Wacker Drive Chicago, IL 60606 Phone: (312) 869-2151
JK Financial Planning takes a personal approach in helping clients to truly own their financial futures, with personalized solutions designed for each individual situation.
Company President Jeff Kostis, CFP®, CDFA™, CPA/PFS brings a valuable human component to the table, standing out in his field as a specialist in managing life-changing events and turning anxieties into opportunities.
Jeff helps his clients through transitional events including marriage, divorce, promotion, retirement and the loss of a loved one, among others. Jeff believes in straight talk and clear solutions, which is why his clients enjoy real confidence in their futures.
As an independent, Fee-Only financial planning firm, JK Financial Planning offers clients the most flexible and responsive relationship available by being on-call when needed, where needed.
JK Financial Planning has no asset or fee minimums and accepts no referral fees or commissions from third parties – so clients know their interests are always paramount.
Own your future by owning the moments that shape it. You are invited to call or email Jeff Kostis at JK Financial Planning for a complimentary, no-obligation initial consultation.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
