Back to Search Favorites List

John Kochevar (CFP®, EA)

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

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • 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 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 Advisor in the Commonwealth of Massachusetts.  The firm principal, John Kochevar, is a CERTIFIED FINANCIAL PLANNER (TM) professional and EA income tax professional. We offer comprehensive financial plans for people of all ages and walks of life.

NAPFA Start Date

August 18, 2011

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

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