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Are Your Heirs
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FINRA’s BrokerCheck Obtain More Information About Our Firm and Financial Professionals

“I want my clients to feel confident, have clarity and believe they have a trusted advisor who is dedicated to their financial success.”

 

Our Four Fold Process

 

10 Retirement Mistakes to Avoid

 

10 Challenges For Women

Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.

Discover how Kauffman Wealth Management's extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.