How Our Process Works
Our fourfold approach to help you build your investment plan begins with understanding.
I – Understanding You
Top priority: we take the time to know you, to see things through your eyes, and to help you define and gain a deep understanding of:
- Your concerns, dreams and priorities
- Your current financial situation
- Your time horizon
- Your tax challenges
- Your investment experience
- Your risk tolerance
- Your estate protection priorities
II – Designing Appropriate Solutions
Just as in medicine, objective analysis and diagnosis is essential to providing the best solutions. After a thorough review of your financial data and emotional priorities, we prepare and present recommendations in a collaborative process that assures all your questions are addressed and all alternatives considered. Then, we are ready to outline the steps needed to implement your plan.
III – Implementing Your Chosen Strategies
A plan is only as successful as its implementation is timely and effective. Our process shows you the “why’s”, so you clearly understand the reason for each action and see how the “piece” contributes to the overall picture.
Combining our experience with the extensive tools of Raymond James is the best assurance of making your plan a successful reality.
IV – Managing Your Progress
Ironically, change is the only constant in your life and the world around you. To be successful, your plan needs to reflect this movement. Our state-of-the-art written and on-line reporting helps you stay abreast of your financial status in the least time-consuming manner.
We are committed to consistent communication and to being available through periodic reviews, weekly updates and monthly newsletters. We ask you, too, to let us know about the significant changes in your life.
For 30 years, we have provided this planning process and management services to individuals, families, professionals, executives, and business owners. Clients can choose to work with us on an hourly or percentage-of-assets fee basis, assuring that there are no economic incentives to sway the primary focus away from their priorities and concerns.
Kauffman Wealth Services is an independent registered investment advisory and management firm. That means that there are no exclusive affiliations with one investment or insurance company to sway our focus from keeping your needs 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
