Thomas Kovach, CFP®

Financial Advisor

614-495-9565

5990 Wilcox Place, Suite B
Dublin, OH 43016

tkovach78798@wradvisors.com

Make a plan to fund your future

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

Services for your business

Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Questions? Let's connect

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