Who's Helping Design Your Bigger, Bolder Retirement?
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During your Intro Call, we'll get to know you, explore your current financial status, and get a better understanding of what you're looking for in a financial advisor. Then, we'll personally match you with one of our financial advisors so you can begin designing the retirement you can't wait to wake up to.
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An Experienced Team You Can Trust With Your Future
Hey there! I'm Jim Kruzan, CFP®, CRPC®, Senior Wealth Advisor and Founder here at Kaydan Wealth Management. Since you're here, my guess is that you're finally ready to get serious about your finances and planning your bigger, bolder retirement. Are you ready to see how we can help you just like how we've helped hundreds of other pre-retirees over the past four decades?
Check out the video below to learn more about Kaydan Wealth. PLUS,get answers to the five most important questions you should be asking any advisor you're interviewing.
During your Intro Call, we'll get to know you, your current financial status, and learn about your goals and vision for your future so we can help match you with the perfect financial advisor on our team.
P.S. Think of this as a first date. We're just getting to know each other. So take a deep breath, set aside your financials, and let's just chat.
The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them.
How will you be smart with my money?
Your financial goals and challenges are unique to you so it’s important to work with someone who is process-driven, offers various portfolio strategies, is cost-efficient, helps minimize taxes, and provides active loss management.
What else can you help me with?
Getting a reasonable return on your assets is undoubtedly important, but it isn’t the total answer. Achieving the best retirement you can is really a matter of getting a lot of other decisions right (i.e. what age to retire, how to maximize your Social Security benefits, what tax rate will you pay on your retirement income, etc.).
How do you do what you do?
A team approach, with multiple sets of eyes looking at your accounts and tracking your progress is far superior to relying on a one-man-band. Work with a team who has a proven process to help progress your goals and agenda.
How can you show my progress?
Wealth accumulation is a journey, not a transaction. Your progress, strategy, and costs should be simple to understand and clearly documented every step of the way.
What are the costs?
Working with a firm that offers various service models allows you to better align your unique goals and needs with your budget. A one-size-fits-all service model simply doesn’t benefit everyone equally.
Let's Start By Discussing These Questions And Any Others That Keep You Up At Night.
329 W. Silver Lake Road, Fenton, MI 48430 | 2701 Cambridge Ct., Ste. 412, Auburn Hills, MI 48326
Investment advisory services are offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor with the State of Michigan. Information on this website is directed toward U.S. residents only. Kaydan Wealth Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. This website is a publication of Kaydan Wealth Management, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Links are being provided for information purposes only.