Since the beginning of his financial services career in 1983, Jim Kruzan has been driven to substantially reduce the level of stress his clients experience when it comes to their finances.
As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor and founder of Kaydan Wealth Management, Jim and his team develop comprehensive, process-driven wealth solutions for professionals and retirees of the mobile technology industry. When it comes time to map a personal future which may include a bigger home, a career change, children educated or a comfortable retirement plan, the choices of plans are limitless and confusing, requiring a well-thought-out and well-executed game plan. Kaydan Wealth Management is the firm with the size, experience and depth of knowledge to make a big difference. They have a proven track record that guides their clients through an elegant process. This process discovers emerging weak points, prioritizes solutions and identifies the frequency and type of meetings to track progress. This respectful collaboration helps ensure a client’s goals and dreams become a reality.
Kaydan Wealth Management follows a firm-wide focus on holistic wealth management, with a large team of experienced professionals to address their clients’ goals and dreams. Their scalable service model gives them the freedom to select the solutions that align with goals and expectations. This is complemented by their high-tech communications, which keep clients informed throughout the year, not just at review time. A popular Kaydan Wealth Management feature is their family pricing fee schedule. This provides clients the opportunity to enjoy a reduced management fee reflected by the full value of “extended family” wealth. Often, it is at a substantial savings compared to “off-the-street” pricing. And their proprietary processes and reporting procedures provide structure by tracking progress every step of the way.
For more information about Kaydan Wealth Management see their website at www.KaydanWealth.com;
visit their office at 329 W. Silver Lake Road in Fenton or call 810-593-1624
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Kaydan Wealth Management, Inc. is not a registered broker/ dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Kaydan Wealth Management, Inc.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.