Broker Check

Services Offered

Retirement Income Strategies

  • Fixed Annuities
  • Fixed Index Annuities
  • Variable Annuities
  • 401(k) Planning

Wealth Management 

  • Stocks
  • Brokerage Accounts
  • IRAs
  • Mutual Funds
  • Small Business Solutions
  • Third Party Money Management

Estate/Legacy Strategies 

  • Fixed Index Universal Life Insurance
  • Variable Universal Life Insurance
  • Individual Long-Term Care Insurance

College Savings Strategies 

  • 529 College Savings Plans

At Koch Financial Design, we believe in enabling you, our client, to reach your financial goals. We do this by taking the time to listen and helping you uncover your dreams and goals. At the end of the day, we specialize in retirement income planning, small business financial strategies, and insurance solutions.