In an increasingly complex world, are you seeking simplicity?
“Are my assets keeping pace with the true rate of inflation?” (See: Controversy Over Inflation)
”Have I done enough to protect my assets from taxes?” (See: Year End Tax Tips)
“Is my investment strategy aligned with my risk tolerance and desire to preserve capital?” (See: How We Manage Risk)
“How can I feel more confident and in control of my financial affairs, so to have more time to savor life’s riches?” (See: Having Your Number)
Despite market volatility and economic uncertainty, clients believe they can achieve their financial goals and enjoy a “Life Well Lived.”
Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.
Discover how Kauffman Wealth Services’ extraordinarily personalized approach to financial planning and management can help you on the road to a Life Well Lived.
Kauffman Wealth Services offers wealth management services to clients in our Santa Barbara and Pasadena offices, and throughout the U.S. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Discover the Raymond James advantages