Welcome to our website

John Kozak

For over 14 years John has been helping families navigate the confusing world of insurance and personal finance. His focus is safely and securely growing a family’s wealth, and he believes the best way to achieve a secure retirement is through sound financial education. In the unpredictable world of money, financial independence is not just a goal or a dream, it’s a necessity. John is the oldest of two boys and graduated from Clearwater Christian College with a B.A. in Education.

John and Claudia were married in 1985 and have four children and three grandchildren. They live in Cincinnati, Ohio where John is a twenty-year veteran of the Cincinnati Fire Department. His passion for protecting people’s lives and property led him back into the military as a Sergeant in the Ohio Military Reserve, Ohio’s Own State Guard. When not working, he enjoys spending the day with Claudia. It’s not uncommon to find John and his two boys either at the rifle range, playing basketball, or working on the recycling business he helped the boys start.

John’s current and past clients include business owners, police officers, firefighters, university faculty, nurses, corporate VPs, farmers, and families! Most importantly, John Kozak’s mission is to help you avoid losing money on the Wall Street roller coaster, and instead build your wealth SAFELY and SECURELY. Regardless of your past wins and losses, John wants to help you develop a plan for your finances because losing money is no longer an option.