Alex Koynoff
Financial Advisor serving busy professionals
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ATK Financial Prosperity, LLC
Alex Koynoff
Oswego, IL
Serving Clients Nationwide
Financial Advisor serving busy professionals
Areas of Focus
- Budgeting
- Cash Flow
- Family and Money
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Alex Koynoff
Hi, I'm Alex Koynoff, a Financial Advisor located in Oswego, IL, serving clients nationwide.I have been in financial services for over 16 years, with the majority spent supporting large institutions with financial reporting and accounting for their complex investment portfolios, such as pensions, 401k, insurance general accounts, university foundations and endowments.
I have brought my professional experience into the personal finance space, which gives me the opportunity to help individuals plan for their financial future.
📖 My Personal Financial Journey:
I have been managing our family's personal financial blueprint for over 10 years. After reading the book "The Millionaire Next Door", it gave me a glimpse of what planning and a goal can do. That really kicked the financial planning to the next level.
Within eight years of creating and sticking with our plan (and adjusting along the way), we reached our first milestone and became a statistic in "The Millionaire Next Door". The achievement only strengthened my interest in personal finance, the power of financial planning and how it can help so many. It all started with a goal, education, and continuous planning.
💡 Why I decided to start my own Financial Planning firm:
In 2021, I was asked by a close family member to review their finances as they wanted to retire in the near future.
It was an eye-opening experience. Unfortunately, due to the lack of education and support, their 401k was not utilized appropriately, using inappropriate funds, in addition to multiple loan distributions during the majority of a multi-decade working career. That one mistake alone caused them to miss a substantial amount of additional retirement funds. Further, as they never had a plan, their financial house needed repair, with unpaid consumer debt, no strategy of appropriate distribution of their investments and overall, a series of many poor financial decisions over the last couple of decades. Needless to say, that was a huge miss that could have been prevented with proactive planning.
That was the sign that I needed, and I knew what I had to do. It led me to start ATK Financial Prosperity with the mission to educate first and help you map out your financial journey.
Personal finance is a crucial part of your overall well-being. Good financial habits and decisions are something we should practice on a continuous basis.
Primary Location
Oswego, IL
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complementary initial consultation. This is an an intro meeting to establish initial rapport and learn about what is on your mind regarding your personal finances. I look forward to speaking with you.Offers Investment Management
Yes
About ATK Financial Prosperity, LLC
ATK Financial Prosperity is an independent firm located in Oswego IL, serving clients nationwide.We are here to support you in navigating life's transitions, plan for the future, and help you achieve your financial goals. Financial peace of mind is just around the corner.
Education
Data Science and Analytics Certificate - Northwestern University | Masters of Science, Finance - Lewis University | Bachelors of Science, Finance - Northern Illinois University
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Retail Industry
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