American Express Financial Advisor
Gene Kostrewa

I want to help you plan your financial future by listening.
I've been in Kokomo since 1980.

• I can help you reduce tax liability
  We can review your tax returns to look for any possible way to reduce your tax liability.
• I can help you plan your retirement
  If you would like to retire early (or on time) and want to make sure you can support yourself (and your family) in the style you'd like after retirement we can complete a financial plan that will help you to achieve that goal.
• I can help you to save more
  If you are saving for a new house, children's education, retirement, a wedding, travel or some other major expense I can provide sound recommendations to achieve your savings goals.
• If you would like to be a better investor
  I can help you learn more about investing and walk you through making sound investment decisions. We offer insurance, stocks, bonds, mutual funds, etc...
• If you would like someone to "check my work"
  You think you have done a good job financially, but would appreciate a professional look, to see if you could be doing something more, I can help.