Menu
Planning plays a key role in the success of any Ranger mission. The better the plan the better prepared you are to achieve your objective. Well, it’s the same with retirement. No matter where you are in your military career, taking a little time now to create a retirement plan can pay off tremendously in the future. At Ranger Investment Planning, we specialize in helping Rangers like you develop a plan that gives you peace of mind about your financial future while also helping you turn your retirement dreams into reality.
Ranger Investment Planning includes investment advisors with close ties to the military. We understand the hard work and commitment that it takes to become an Army Ranger and we want to see that hard work pay off with a retirement you can truly enjoy. We will work closely with you to develop strategies that help ensure you enjoy the post-military financial security and flexibility you deserve. Ranger Investment Planning is wholly owned subsidiary of Rockport Wealth LLC.
The son of a military man, Joe Kovach, CFP® is a Financial Advisor with 20 years of experience in assisting clients, both in and out of the military, pursue and achieve their retirement and short/long-term financial goals.
Joe carefully builds customized, well-rounded plans that help clients get the investment options and tax and legal strategies they need to enjoy a dream retirement. In addition to retirement planning, his areas of specialty include: 401K Plans; Investments (including Mutual Funds, ETFs, Annuities and Advisory accounts); Insurance including Life, Long Term Care and Disability; Asset Allocation Strategies; Income Distribution Planning; Estate Conversation Strategies; Consultation with Tax and Legal Advisors; and Individual & Small Business Planning.
Joe’s credentials include: Certified Financial Planner, 2008; Charter Mutual Fund Counselor; Series 7; and he earned his Bachelor of Business Administration & Marketing from Cleveland State University in 1991.
Areas of Specialty
Designations / Education
With two grandfathers that served in World War II, Adam grew up with a deep respect of the military and those who dedicate themselves to defending our country. During his career, he has worked with many veterans and veteran-owned businesses.
After earning his Bachelor’s Degree from The Ohio State University, Adam started his career at Grant Thornton in the Assurance Department and then worked for seven years in the accounting industry. In 2009, Adam joined New England Financial, which is where he began his career as a Financial Advisor. After four years at New England Financial, he joined Rockport Wealth Advisors.
Adam is now actively pursuing his vision of building a financial services firm that meets the full spectrum of his clients’ financial planning needs – including the unique needs of today’s Army Rangers. He holds a Series 7 registration and insurance licenses. Adam’s areas of knowledge include retirement and insurance planning for individuals as well as qualified plan design and monitoring for businesses.
Ranger Investment Planning is a service of Rockport Wealth, LLC a Registered Investment Advisor with the State of Ohio’s Department of Commerce Division of Securities Rockport Wealth, LLC does not provide tax or legal advice and offers financial planning and investment management services only through a signed Agreement with the client. Please see our CRS & ADV Disclosure Document.