Single or Independent Women

Are your financial affairs organized to give you confidence, freedom and independence?

Whether you have been managing finances for some time or have only recently taken charge, there are often unique challenges that women face.  Especially during today’s uncertain economic times and volatile markets, you may be asking yourself:

 


Despite market volatility and economic uncertainty clients believe they can achieve their financial goals and enjoy a “Life Well Lived.”


Building a trusting relationship with a highly qualified, objective advisor can help address these and simplify your financial life.  We specialize in creating a long-term professional relationship based on trust. For over 30 years we have been assisting women with services that help them reach their dreams and desires.

We can help you take charge with a comprehensive plan that focuses on your needs and empowers you to make more informed, effective decisions. In return, you can gain time to focus on your family, career or enjoy more free time. We invite you to review our published article, Financial Advising for Women: The Top 10 Challenges That Women Face.

For over 30 years we have been empowering women decision makers to make more informed, effective financial decisions and to take charge of their financial affairs.  As you seek a trusted source for your financial advice, we invite you to consider our “2nd Opinion” program for a complete, unbiased review of your financial program. 

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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.