Jeffrey Costa
Helping clients integrate their entire financial plan, maximize their retirement income, effectively reduce taxes, and enhance their legacy.
- Role
- Financial Planner at LPL Financial
- Location
- Stamford, CT, US
- LinkedIn followers
- 500 followers
About Jeffrey Costa
I am a Certified Financial Planner with expertise in working with clients from highly analytical backgrounds and a focus on Financial Freedom & Retirement Planning which includes investing in cash-generating assets, effectively reducing debt, insurance, tax strategies, estate plans, and more.I have developed expertise in using tax strategies to expedite retirement plans and leveraging strategies that are often overlooked. I focus on helping families and individuals invest and prepare for the future.Have you thought about the following: Do you know if you have taken advantage of all tax planning opportunities? Are you afraid of losing your job and the potential loss of lifestyle that comes with it? Do you have a clear understanding of your entire financial picture into one comprehensive plan? Is your net worth heavily concentrated in company stock and you\'re not sure how to diversify it? Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn? Are you concerned about preserving and passing on your wealth to future generations?These are some of the many challenges that I can help you overcome.Set your financial goal – buying a home, paying for an education, living well in retirement, or planning your estate – and I will provide you with a personalized plan to guide you to your financial finish line.If you need help with this, please reach out to me directly here on LinkedIn or email me at j•••••@scholtzandco.com.
Experience
Financial Planner
Feb 2025 — Present · Milford, CT, US
Education
University of Connecticut
B.A., Economics, Political Science
2005 — 2008
Skills
- Life Insurance
- Retirement
- Investments
- Trusts
- Personal Financial Planning
- Insurance
- Securities
- Estate Planning
- Variable Annuities
- Retirement Planning
- Financial Services
- Mutual Funds
- Retirement Income Planning
- Portfolio Management
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