Is a recession realistically on the horizon? And if so, how could this affect my ability to do things in retirement?
What strategies, tactics, and techniques can help me limit my losses during a recession without trading upside?
What should I be asking about retirement that I don't even know to ask? And, how can small, unrelated decisions have a significant impact on my retirement?
Plus FREE Registration Bonus: Register for this webinar now and we'll send you the 7 Common Retirement Planning Mistakes (And How To Avoid Them). The key to successful retirement planning is carefully setting assumptions and revisiting them often. If you're off, even just a smidge, it could drastically detour your hard-earned retirement plans.
Founder and Senior Wealth Advisor at Kaydan Wealth Management, Inc., Jim Kruzan, CFP®, CRPC®, is a 40-year industry veteran and has been collaboratively serving his clients as a fiduciary decades before it became a popular buzzword. Jim's dedication to his clients and KWM's mission to help build bigger, bolder retirements has rewarded him and his team recognition as one of America's top wealth advisors by Forbes, Barron's, Financial Times, and CityWire RIA. Jim will be sharing proven strategies, techniques, and tactics that can help your portfolio weather a recession and keep your hard-earned retirement plans on track.
Are you tired of seminar invites TEASING you with a free dinner in a disguised effort to sell you an annuity?
This is different...
No Travel Required! No Cheap Night Out! No Product Pitches! No Hassle!
Just a few ideas from a 40-year veteran. Concepts and information so timeless we don't need to offer a free chicken dinner as a hook! We PROMISE you'll come away with some serious questions to ask your financial advisor about your retirement game plan.
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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.
Sources and Disclosures: Forbes.com (February 2022). SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc. The Financial Times 400 Top Financial Advisers is an independent listing produced by the Financial Times (March 2016). The FT 400 is based on data gathered from firms and verified bt broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400. The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2016, roughly 980 applicants were received and 400 were selected to the final list (40.8%). AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. The FT is not affiliated with Raymond James. The RIAs named in the 50 Growers Across America 2021 had no way of being nominated and did not compensate Citywire RIA to be considered. The mention of an RIA is not at all an endorsement of its services or its business. Kaydan Wealth Management is not affiliated with Citywire RIA. Links are being shared for information purposes only. Past performance is not indicative of future performance.