Jeffrey Kostis (BBA, CDFA, CFP®, CPA/PFS, MAcc)

Jeffrey Kostis focuses in the
following client markets or areas of practice:

  • Business Owners
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Own the moment – and own your future
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(TM), CPA/PFS, brings a valuable human component to the table, standing out in his field as a specialist in managing life-changing events to turn 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.

Additional Information

Jeff's passion is working with people and helping them prepare for the transitions in their lives.  Jeff delivers financial plans in easy to understand language, without the usual industry jargon.

NAPFA Start Date

October 24, 2007


This Office

10 S Riverside Plz Chicago, IL 60606-3728 Phone: (312) 869 - 2151

Other Offices

94 Montclair Rd Ste 102 Vernon Hills, IL 60061-2933 Phone: (847) 840 - 7496 Fax: (206) 339 - 5887