Financial Planning

Donald Kostka and John Taylor, Jr. have provided financial advice, tax planning and accounting services to clients since 1989. Combining these competencies, no one can offer you a more complete financial analysis or more comprehensive strategy.

THE RIGHT ADVICE

We provide a caring, personalized and complete professional service. We earned our trusted reputation by taking time with each client. When you turn to us, we listen to you carefully and help you get organized. We develop a customized solution appropriate for your short and long-term needs, giving you access to strategies and various investments.

CERTIFIED & COMPREHENSIVE SERVICE

When you turn to John Taylor, Jr. or Donald Kostka for comprehensive financial planning, you work with a degreed, dedicated professional who is a Certified Public Accountant, Certified Financial Planner and in addition, has life insurance, health insurance and securities* licenses. John and Donald can simplify budget, tax, investment*, insurance and estate planning into an integrated and comprehensive solution.

A TRUSTED PARTNER

We want to be your trusted, financial partner. Let us analyze your needs and provide you with solutions for your individual situation. The right advice is critical to your success and ours.

We encourage you to call and take advantage of the valuable information we provide. 

Sincerely,

Investment and financial planning services are offered by Donald P. Kostka and John Taylor, Jr. through their affiliation with Avantax.