| Estate and Retirement Strategies |
Our founder, Paul Zenke, practiced law for about 12 years prior to entering the securities field. His trusts, estate,
real estate, and business law background provide the perspective from which we approach your unique estate
issues. See About us. In our view, appropriate investments cannot be considered without first reviewing all
aspects of your life. The choices we make regarding your portfolio directly affect all of these aspects.
real estate, and business law background provide the perspective from which we approach your unique estate
issues. See About us. In our view, appropriate investments cannot be considered without first reviewing all
aspects of your life. The choices we make regarding your portfolio directly affect all of these aspects.
Deciding where your assets should go upon death is one of the most personal and can be one of the most
unsettling tasks you do in your life. To add to the stress, it should be revisited periodically as your wishes, assets,
or family may change over time. We can assist you in this sensitive task, make sense of your options, and suggest
a strategy that suits you and your situation. We hope to help you sleep more soundly knowing that you have
everything in order.
unsettling tasks you do in your life. To add to the stress, it should be revisited periodically as your wishes, assets,
or family may change over time. We can assist you in this sensitive task, make sense of your options, and suggest
a strategy that suits you and your situation. We hope to help you sleep more soundly knowing that you have
everything in order.
While we do not draft documents, or give legal or tax advice, we can review your current plan to see if it still
reflects your wishes and accomplishes what you intend. We can also talk about various instruments that may
better assist you to meet your goals. We can discuss strategies that include life insurance, trusts, gifting, and
charitable giving. We work closely with your legal and tax professionals and will ensure that you are properly
represented and advised in these areas by the proper experts.
reflects your wishes and accomplishes what you intend. We can also talk about various instruments that may
better assist you to meet your goals. We can discuss strategies that include life insurance, trusts, gifting, and
charitable giving. We work closely with your legal and tax professionals and will ensure that you are properly
represented and advised in these areas by the proper experts.
Kodiak Investment Management
Balance Integrity Wisdom Trust Discipline
| Securities offered through NEXT Financial Group, Inc. (NEXT), member FINRA, SIPC, a registered Investment Advisor. Kodiak Investment Management is not an affiliate of Next Financial Group. Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation. Kodiak Investment Management, 16 2nd St NE Aitkin, MN, 56431 Phone: 218-927-1800, Fax: 218-927-1803. To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com. www.SIPC.org www.finra.org |
 | |  | |  | |  | |  |
| | | | | | | | |
©2007 Kodiak Investment Management All Rights Reserved