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September 09, 2010 @ 05:17 PM

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Kaufmann Kozuch Associates

Welcome to our web site.


Vivian Kaufmann and Stephen Kozuch and their associates have successfully helped both individuals and businesses achieve financial security through prudent planning and active asset management.

Vivian came to AXA Advisors in 1990. She is a former business owner and understands the needs of the small business community.  Presently, she is an active member of the National Association of Women Business Owners (NAWBO) and the National Association of Female Executives (NAFE.)

Vivian has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning. 

After working as a fixed income analyst at Paine Webber, Stephen went on to get his MBA in finance at Fordham University where he graduated with honors.  Both Stephen and Vivian are AXA Advisors: Qualified Plan Specialists, Centurian requalifiers and are repeated members of the National Leaders Corp.  They are also qualifying members of the industry's standard, the Million Dollar Roundtable.

Stephen and Vivian both reside in Manhattan and have weekend homes in the northern Catskill Mountains where they relax with their respective families. There they enjoy country pursuits and outdoor activities.

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

 

Newsletters

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

More Newsletters →

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →