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Our Services

OUR SERVICES

 


Income Tax Planning Investment Planning Estate Planning & Charitable Giving Retirement Planning

  Income Tax Planning
  • Tax Return Analysis
  • Tax Bracket Management
  • Cost Basis Review
  • Low-Basis Security Transition
  • Gain/Loss Coordination
  • Loss Carryforward Review
  • Tax Loss Harvesting
  • Deduction & Credit Optimization
  • Potential Roth Conversion Analysis

 
 
 

Risk Management & Insurance Cash Flow & Budgeting Family Planning Services Concierge Services




 


FREE CONSULTATION!


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Schedule a 15 minute phone call designed to show you our process and capabilities.


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Feel Free to Contact Us
with Any Questions




  Our Location
5510 Pearl Rd
Cleveland, OH 44129

  Call Us
(440) 888-6884


  Email Us
Send us a message


  Hours
Monday-Friday
9am-5pm




Check the background of this firm on FINRA’s BrokerCheck



COPYRIGHT © 2018. KO-ADVISORS. ALL RIGHTS RESERVED.


Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: CA, FL, OH. Cambridge and ko-advisors, LLC are not affiliated.