Services to Help You Get There
We provide an effective, objective Fourfold process for potentially building and preserving your assets in the context of:
- Tax planning efficiency: to reduce erosion of your savings,
- Estate preservation: to protect your wealth,
- Retirement planning: to achieve and maintain financial independence, and
- Risk management: to provide for you and your loved ones should adversity strike.
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 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
