Partnering With Professionals Achieve Your Financial Goals
Collaboration with other professionals is often an essential part of ensuring total integration and seamless management of your financial picture. This can save you time.
Kauffman Wealth Services can easily integrate with your existing advisors to accomplish this. Where those current relationships may be unsatisfactory, we also maintain working relationships with a wide variety of certified public accountants, attorneys, and third party plan administrators (TPAs).
We invite you to check out “7 Questions To Ask When Choosing A Financial Planner.”
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
