614-495-9565
5990 Wilcox Place, Suite B
Dublin, OH 43016
tkovach78798@wradvisors.com
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
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.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Learn More