Kotini and Kotini

Kotini and Kotini is a proactive financial planning business focused on helping individuals and business owners achieve financial security. They provide services such as retirement planning, insurance, and estate planning, ensuring clients make informed decisions. The team of professionals prioritizes client needs, utilizing a Virtual Family Office to connect experts nationwide. They diligently work to identify and address problems while seizing opportunities in areas like tax, investment, and risk management. Clients and interns alike have praised the welcoming atmosphere and valuable learning experiences. Kotini and Kotini is committed to guiding clients toward their financial goals with expertise and care.