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As financial planners, we can tell you without a doubt that the number one concern that those approaching retirement age have today is their retirement income.
Will you have enough? Will you outlive your money? Can your current portfolio generate the money you need? How would a downturn in the market affect you?
We will cut through the lies and misinformation that are out there and give you the real sound advice and proven effective strategies you need to enjoy a dream retirement.
We have built a reputation for providing stable, high quality financial planning services for military veterans.
We specialize in creating customized portfolios for our clients and in offering complete, holistic financial and retirement planning.
You can count on us to talk to you like family. We won’t give you the “same old, same old” information that you could learn from anywhere, or the garbage you hear in the popular press. We will give you the actual raw, unvarnished truth you can use to secure your retirement.
Low-cost portfolios designed to meet each client's specific needs.
Customized "Navigaton" designed to help you reach your financial goals.
Access Financial Advisors with experience in investment and financial planning.
State of the art mobile technology to view your plan any time of day or night.
Ongoing education to keep you updated on the most important issues facing your financial life.
Comprehensive financial planning solution to support every stage of life
Veteran Investment Planning includes investment advisors with close ties to the military. We understand the hard work and commitment that it takes to become a member of the military and we want to see that hard work pay off with a retirement you can truly enjoy. We will work closely with you to develop strategies that help ensure you enjoy the post-military financial security and flexibility you deserve. Veteran Investment Planning is wholly owned subsidiary of Rockport Wealth LLC.
The son of a military man, Joe Kovach, CFP® is a Financial Advisor with 20 years of experience in assisting clients, both in and out of the military, pursue and achieve their retirement and short/long-term financial goals.
Joe carefully builds customized, well-rounded plans that help clients get the investment options and tax and legal strategies they need to enjoy a dream retirement. In addition to retirement planning, his areas of specialty include: 401K Plans; Investments (including Mutual Funds, ETFs, Annuities and Advisory accounts); Insurance including Life, Long Term Care and Disability; Asset Allocation Strategies; Income Distribution Planning; Estate Conversation Strategies; Consultation with Tax and Legal Advisors; and Individual & Small Business Planning.
Joe’s credentials include: Certified Financial Planner, 2008; Charter Mutual Fund Counselor; Series 7; and he earned his Bachelor of Business Administration & Marketing from Cleveland State University in 1991.
Areas of Specialty
Designations / Education
With two grandfathers that served in World War II, Adam grew up with a deep respect of the military and those who dedicate themselves to defending our country. During his career, he has worked with many veterans and veteran-owned businesses.
After earning his Bachelor’s Degree from The Ohio State University, Adam started his career at Grant Thornton in the Assurance Department and then worked for seven years in the accounting industry. In 2009, Adam joined New England Financial, which is where he began his career as a Financial Advisor. After four years at New England Financial, he joined Rockport Wealth Advisors.
Adam is now actively pursuing his vision of building a financial services firm that meets the full spectrum of his clients’ financial planning needs – including the unique needs of today’s Army Rangers. He holds a Series 7 registration and insurance licenses. Adam’s areas of knowledge include retirement and insurance planning for individuals as well as qualified plan design and monitoring for businesses.
Veteran Investment Planning is a service of Rockport Wealth, LLC, a fee-based Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and offering a full range of professional services. The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. Please see our CRS & ADV Disclosure Document for more information about our business.
Veteran Investment Planning