We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management
We can also answer your questions, involving:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Donald P. Kostka and John Taylor, Jr. through their affiliation with Avantax.
Donald is a co-founder of Kostka Taylor, L.L.C. He earned a Bachelor of Science degree from Montclair State University, 1976. Donald is a Certified Public Accountant licensed in NJ, a Personal Financial Specialist, and a Certified...
John is a co-founder of Kostka Taylor, L.L.C. He earned a Bachelor of Science degree from Montclair State University, 1979 and a Master of Business Administration from Seton Hall University, 1985. John is a Certified Public Accountant...