Koch Financial Investment Services

Understanding what is important to you and your family!

Providing you with unique assistance in identifying and creating lifelong wealth management plans.

Mission Statement:  It is our goal to provide our clients with comprehensive life planning.  Identifying client’s attitudes, goals, dreams and objectives are all part of our financial planning process.  We develop a customized plan for each client and put the client’s needs first.  We educate our clients so they have a full understanding of their financial and life plan.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Health Insurance Marketplace

Take a look at changes due to health reform, such as the availability and cost of insurance plan options, and more.

Cybercrime Survival Guide

Here are some specific cyber security threats and tips to help small businesses protect their interests.

Energy Update: Natural Gas Boom

The potential implications of how shifts in energy production, consumption, and policy could affect supplies and prices in the future.

HOT TOPIC: Cybercrime Update

This article focuses on debit- or credit-card fraud and identity theft, including steps you can take to help safeguard your personal information and financial accounts.

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