Koos Wealth Management Dublin, OH

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Contact details

Address: 6065 Frantz Rd Suite 106, Dublin, OH 43017
Tel: (614) 543 1350
http://libertaswealth.com
Email - none provided|Directions

About Koos Wealth Management

Adam Koos was born in Oberlin, OH and is the founder, president, and senior financial planner for the Koos Wealth Management team
We've built numerous asset allocation models that range from models for those who are still in their "Accumulation Phase" of retirement planning to portfolios for those who are in their "Distribution Phase" of retirement income planning
Once we've screened the qualitative and fundamental side of our model portfolios, we then feed this information to our technical analysis software that allows us to closely track, on a daily basis, every investment our clients own
On the simplest of all levels, we track the movement of each investment that we own and look for opportunities to buy when it looks as if a bottom is beginning to form in a particular security
It means that we don't implement a "set it and forget it" approach to your life savings that you have worked so hard to save up

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