Traditional has never been so contemporary…
For individuals solely looking for someone to manage their retirement rollover or longterm savings, our Traditional membership is hard to beat. Utilizing the Betterment platform, you get the best of both worlds. The fee structure and efficiency of automatic investing with the personal touch and oversight from our team.
To get started, please click here to create your account or contact our team at (936) 899-5629.
Benefits of Traditional membership:
-Access to the proprietary Kovar Wealth Management member portal
-Low-cost, tax efficient investing
-Utilization of the most technologically advanced automated investing platform
-Ability to purchase additional services from the Kovar Wealth Management team as needed
-1 hour financial review with a member of the Kovar Team every 12 months