Best Of Both Worlds
We balance the personalized service of a local firm with the large corporate resources of a major financial services powerhouse – Raymond James Financial Services. Our effectiveness for 30 years runs deep and is founded on our client-first tradition of helping clients achieve their financial dreams. Keys to that tradition include:
- SERVICE FIRST: Our clients see us as their “service sanctuary.” We pride ourselves on a proactive approach that strives to anticipate your questions before they are even asked, and respond to your inquiries within 24 hours, if not the same day.
See our core values for more information. - INDEPENDENCE: Our open platform and relationship orientation keeps us focused on our clients’ financial planning and investment needs first and foremost, without any bias from proprietary relationships.
- BIG PICTURE PERSPECTIVE WITH COMPULSIVE ATTENTION TO DETAILS
Our objectivity is based on independence and our core values. Kauffman Wealth Services has no proprietary arrangements to sway our focus from keeping our client’s interest first and foremost.
We can help whether you are . . .
- Retired or contemplating retirement and you seek a lifetime income.
- A business owner or professional who would like to optimize the benefits of your business entity.
- A single woman who would like to be even more effective in managing your financial affairs.
- A busy executive who wants to partner with a highly responsive “Chief Financial Officer” to help free up time for work, family and self.
Discover how Kauffman Wealth Services’ extraordinarily personalized approach to financial planning and management can help you on the road to a Life Well Lived.
Pasadena: 626.795.6874
Santa Barbara: 805.969.5444
Toll Free: 866.467.8981
Email: contact us here
