At Thorsen ~ Hixenbaugh ~ Kovaleski Wealth Advisors, we strive to improve your financial well-being. We understand that often we are working with our clients' life savings. We take our role as financial advisors seriously, and that means going beyond investment strategies to providing advice on retirement funding, estate planning strategies and educational saving.
This holistic approach allows us to provide a personalized financial strategy to help meet your goals. We are a multigenerational wealth management practice serving the multigenerational investment needs of our clients for over thirty-eight years.
This holistic approach allows us to provide a personalized financial strategy to help meet your goals. We are a multigenerational wealth management practice serving the multigenerational investment needs of our clients for over thirty-eight years.
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Investment planning is a multilayered and varying process, depending on where you are in your lifetime. We believe our eightfold process orients us toward what it truly means to be in the securities industry. The acronym S.E.C.U.R.I.T.Y. defines the core tenets on which our holistic and individualized investment plans are built.
John Thorsen blends hard work, integrity and dedication with client satisfaction as he strives to help clients meet their financial and lifestyle objectives. When designing customized investment plans, he applies his broad investment experience acquired since he began working in the financial services industry in 1983.
This is the front of our building, the Landmark Center One. It is big and blue like its original tenant, IBM. Also, John started his financial advisor career in this building in 1983, so it is a full circle trip for him. Our suite is located in the front right corner on the first floor of this lovely building that overlooks Lake Eola in downtown Orlando.
A defined contribution plan that may be established by a company for retirement. Employees may allocate a portion of their salaries into this plan, and contributions are excluded from their income for tax purposes (with limitations). Contributions and earnings will compound tax deferred. Withdrawals from a 401(k) plan are taxed as ordinary income, and may be subject to an additional 10 percent federal tax penalty if withdrawn prior to age 59.
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