Second Opinion… We offer just that

Worried? Frustrated? Feeling overwhelmed and immobilized?
You may have had one or several of these reactions to the economic downturn of the past few years. You might be asking what your next steps should be. Maybe you don’t have a financial advisor, or if you do, you might wonder if your current plan—or advisor—is really the best fit for you.

Financial health is like your physical health
If you take good care of it, you’re more likely to have a healthy future. Even when you get regular advice from an experienced professional, whether a doctor or financial advisor, you sometimes can benefit from a second opinion. In today’s uncertain economy, a fresh perspective from Kauffman Wealth Services could be exactly the second opinion you seek.

Mitchell Kauffman, Managing Principal at Kauffman Wealth Services, has been nationally recognized as one of three “Bear Market Stars” who helped clients despite the devastation in the markets.* We work to help clients meet their goals and preserve their savings in challenging economic times.

Dedicated to a rare commodity Service
At Kauffman Wealth Services, our mission is to provide clients with financial confidence. Extraordinarily personalized, objective advice and management are the cornerstones of Mitchell Kauffman’s practice, with nearly 30 years of experience helping clients work toward achieving their financial goals.

Best of both worlds
We combine the proactive communication and responsive service of an independent local firm with the acclaimed resources of a renowned powerhouse—Raymond James Financial Services—to provide the best of both worlds. Our independence allows us to provide specific investment and/or insurance recommendations without any exclusive affiliations to sway our focus from keeping your needs first. It also allows us to take a comprehensive approach that views investments in the context of your overall financial picture.

Get your portfolio back on track with our “second opinion” analysis
Wonder what is the single most important aspect of portfolio performance? It’s definitely not timing the market. It’s not even picking the “right” investments. Portfolio allocation is by far the most important determinant of portfolio performance.** We call this “portfolio balance.” Having proper balance, based on your unique needs, can help reduce risk and take the buy-or-sell guesswork out of financial decisions.

Diagnose, implement and manage
Our client-centric process can objectively diagnose your portfolio and identify where concentrations and gaps may exist, according to six criteria that are critical to investment health. We collaborate with you to develop and implement the plan most capable of addressing the concentrations and filling the gaps, in the most economical, tax-efficient manner. We then work together in an ongoing effort to manage results and make adjustments as needed.

Demystify your financial affairs
A “second opinion” analysis from Kauffman Wealth Services will give you a clear understanding of your financial picture. You’ll have a better foundation from which you can feel empowered to take control and make more-informed decisions, whether or not you choose to utilize our services in the future.
Change made simple. If you do choose Kauffman Wealth Services, the process of changing advisors is simple and hassle-free—just sign a few forms, and we’ll take care of the rest for you. Our clients work with us on a percentage-of-assets fee (as opposed to transaction) basis, as we recommend what’s best for you.

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

* “Bear Market Stars:” Registered Rep. Magazine, August 2009. Recognition based on Mitchell Kauffman’s selection as one of three financial advisors who broke even or better in last year (2008) despite the devastation in the markets, as determined by Registered Rep. Magazine.

** Financial Analysts Journal