John Kochevar

John Kochevar focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Financial planning is complicated with many interrelated issues.

We typically recommend a broad-based plan that addresses cash flow, debt management, income tax considerations, insurance review, current investments, long-term retirement projections, review of estate planning documents, and other common items of concern including education funding, irregular compensation such as restricted stock or stock option awards, philanthropy, or financially supporting family members including those with special needs.
Our main service offering.

Our main offering is a renewable, one-year service contract that includes the design and implementation of a complete financial plan including income tax return preparation and filing. The engagement includes several structured meetings, additional meetings as needed for special issues, and 24/7 access to our firm by email and telephone.

Additional Information

   Kochevar Financial Planning, LLC is a registered investment adviser in the Commonwealth of Massachusetts.  We offer comprehensive financial plans for people of all ages and walks of life.

NAPFA Start Date

August 18, 2011

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This Office

7 Beth Lee Dr Grafton, MA 01519-1139 Phone: (774) 329-0849