Thomas J. Kovach is a CERTIFIED FINANCIAL PLANNER™ practitioner and LPL Financial Planner with Waddell & Reed Financial Advisors. Securities and Advisory services provided by LPL Financial, a Registered Investment Advisor. Member FINRA and SIPC. As a financial planner, Tom’s mission is to help people pursue their financial goals and objectives through financial planning, education, and dynamic client service. Tom believes that financial planning is a life-long, personal process that you create and adapt based on your needs, your values, and your unique situation.
Tom can help you:
• Identify and define your financial goals and objectives
• Determine financial and investment strategies that can help you work towards
those goals and objectives
• Plan for retirement
• Develop an investment asset allocation strategy
• Assist with estate planning focused on preserving your wealth and passing it on
efficiently and cost-effectively to the people and organizations you wish
• Identify and help insure against potential risks such as loss of health, income, and
life
• Advise on employee benefit programs for your business
Thomas J. Kovach is a graduate of The Ohio State University in Columbus, Ohio where he attained a Bachelor of Science Degree. In addition to the CERTIFIED FINANCIAL PLANNER™ certification, Tom also has earned the Chartered Mutual Fund Counselor designation from The College for Financial Planning. When time permits, Tom and his wife Tammy enjoy traveling and spending
time with nieces and nephews.