Serving clients over 35 years…
Since 1982 we have focused on helping individuals and business owners achieve a life well lived.
We strive to create a warm yet professional environment so you can feel both confident about your financial future and at ease on an interpersonal basis, whether you are a…..
- Retired or contemplating retirement and you seek a lifetime income.
The majority of your working years have been spent building your savings with the goal of a worry-free retirement and perhaps preserving a portion of your estate for your heirs. Especially during today’s uncertain economic times and volatile markets, are you asking yourself: Continue Reading
- A business owner or professional who would like to optimize the benefits of your business entity.
If you are like most business owners and professionals, you have dedicated a significant part of your life to making it a success. But is your business doing all it can for you? Specifically: Continue Reading
- A single woman who would like to be even more effective in managing your financial affairs.
Whether you have recently found yourself in charge of finances or have been managing your affairs for some time, there are often unique challenges that women face. Especially during today’s uncertain economic times and volatile markets, you may be asking yourself: Continue Reading
- A busy executive who wants to partner with a highly responsive “Chief Financial Officer” to help free up time for work, family and self.
Executives are known for working long hours to make their businesses a success. Fact is, many are stretched between their work and family demands, often relegating their financial well-being to a distant third place. Continue Reading
- Families and Individuals
Affluence should be a truly liberating experience. Unfortunately, the reality can add more complexities that can increase worry and concern. How can this be effectively managed without detracting from life quality? Continue Reading
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.