TITLE

Practice Profile snapshot

PUB. DATE
January 2005
SOURCE
Journal of Financial Planning;Jan2005 Supplement, Vol. 18, p5
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article provides a profile of the financial planning practice of S. Timothy Kochis, of Kochis Fitz Tracy Fitzhugh & Gott, San Francisco, California. In the article, Kochis discusses the challenges that financial planners face as Baby Boomers reach retirement age. According to the article, Kochis' firm provides service for high net-worth individuals ranging in age from 20-90, with the majority in the over-40 age group. The article discusses the challenges that changes to Social Security and tax laws may pose in the future.
ACCESSION #
22779318

 

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