Seven key questions to ask when choosing a financial advisor:
With over 35 years experience as independent financial advisors, we have no proprietary arrangements to sway our focus from keeping client’s interest first and foremost. This objective, unbiased platform can contribute significantly to helping clients achieve their financial dreams. What Makes Us Effective?
KWM advisors’ credentials include:
- Master’s in Financial Planning (MSFP)
- Master’s in Business Administration (MBA)
- Bachelor’s in Business Economics and Political Science (BA)
- CERTIFIED FINANCIAL PLANNER™ designation
We offer a full range of financial and advisory services that are custom tailored to our client’s needs. Typical clientele includes business owners and professionals, keys executives, people who are retired or contemplating retirement, affluent or suddenly affluent, and families. Our comprehensive planning services include:
- Wealth preservation techniques
- 401k and retirement plan investing
- Income tax planning
- Estate planning strategies
- Tax advantaged benefits programs
- Managing concentrated equity holdings, and others
In addition, we partner with your CPAs, attorneys, and third-party plan administrators (TPAs). When appropriate, we can recommend professionals in your community with whom we have existing relationships to deliver a seamless, integrated comprehensive service.
Having an established, collaborative, client-centric process can be as important as the solution itself. In collaboration with clients we follow our Fourfold Process which focuses on helping you achieve your priorities. Our approach encompasses;
- UNDERSTANDING YOU
- DESIGNING APPROPRIATE SOLUTIONS
- IMPLEMENTING YOUR CHOSEN STRATEGIES
- MANAGING YOUR PROGRESS
Top Priority: We take the time to know you and to see your dreams and your concerns through your eyes..
We believe building your wealth in the context of managing investment risk is vital to achieving your financial goals. Here is why: It helps to address your inflation risk, protect your assets and estate, preserve your legacy, and protect your family and your home. Our role is to assist you in taking advantage of sound programs that can offer both growth potential and protection.
Dedicated to that rare quality called service, KWM delivers the best of both worlds: Personalized boutique firm service and state-of-the-art quality financial resources through our association with Wells Fargo Advisors Financial Network. Simply, we can help you navigate through economic uncertainty and the changes in your life.
Clients work with us on a percentage-of-assets fee basis. We treat clients the way we want to be treated, with total openness and transparency.
For over 35 years we have been helping our clients achieve a life well lived. 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.
Despite market volatility and economic uncertainty clients believe they can achieve their financial goals and enjoy a “Life Well Lived.”
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.