How are you planning for a long(er) retirement? Here are things to consider for a happier and more secure future.
Kaydan Wealth Management
Financial Services
Fenton, MI 1,198 followers
Protect your hard-earned wealth and take control of your future.
About us
Our singular focus is to make an impactful difference in the lives of our clients and their families. As advocates, we work closely with our clients to clarify the financial landscape and navigate life's most important events. We achieve this through unbiased advice, meaningful portfolio management, and impeccable service. The following principles guide us in all that we do: - We have your best financial interests at heart. We strive to maintain complete objectivity and impartiality in our work and judgment. We provide you with all that you need to make thoughtful investment decisions. - We always conduct ourselves with integrity, dignity, and honesty. - We communicate in a clear and open manner and handle all inquiries/requests as quickly and accurately as possible. - We keep the confidentiality of all information given to us to the full extent permitted by law. - We disclose the services we provide and how we are compensated for them. We perform all services in a fair and reasonable manner and disclose any conflicts of interest. - We maintain and expand our knowledge through continuing education. To learn more about Kaydan Wealth Management and how to engineer your best retirement, subscribe to The Retirement Engineer podcast at www.TheRetirementEngineerPodcast.com or visit www.kaydanwealth.com. Free tools, offers, additional information, etc., here: http://linktr.ee/KaydanWealth Investment advisory services are offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. For important social media disclosures, visit https://www.kaydanwealthmanagement.com/social-media/
- Website
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http://www.kaydanwealthmanagement.com
External link for Kaydan Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Fenton, MI
- Type
- Self-Owned
- Founded
- 1987
- Specialties
- Wealth Management, Investment Consulting, Financial Planning, Risk Management, Asset Management, Advanced Planning, Tax & Estate Planning, Executive & Corporate Services, 401(k) Monitoring, Registered Investment Advisor, Retirement Planning, Investments, Mobility Technology Industry, Scientists, and Engineers
Locations
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Primary
Get directions
329 W. Silver Lake Road
Fenton, MI 48430, US
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Get directions
2701 Cambridge Court
Suite 412
Auburn Hills, MI 48326, US
Employees at Kaydan Wealth Management
Updates
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📲 Is Your Wealth Safe from Cyber Threats? 📲 These days, protecting your assets requires more than just a strong password 🔒 These cyber threats are not just random; they are meticulously planned operations aimed at fraudulent transfers and account setups. This week on The Retirement Engineer, Jessica Rice, Business Information Security Lead at Raymond James joins Jim Kruzan, CFP®, CRPC®, to uncover these threats — who is behind them, why they do it, and how they operate. Learn more by checking out the episode preview below, and don’t forget to stream the full discussion later: https://bit.ly/4bmkpXL #TheRetirementEngineer #BiggerBolderRetirement #CyberAttacks #WealthManagement #FraudulentTransfers #FinancialSafety
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🌐 Did you know Raymond James detects over 100 billion network threats annually? That’s around 300 million threats per day! 💥 Jessica Rice, Business Information Security Lead at Raymond James, shares the advanced technology and protocols used to ensure that your assets are protected against these threats in this week’s episode of The Retirement Engineer ➡️ https://bit.ly/4bmkpXL #TheRetirementEngineer #BiggerBolderRetirement #CyberSecurity #RaymondJames #TechInFinance
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🌐 Social Media Influencers vs. Genuine Financial Planning: This month's newsletter delves into the contrast between catchy social media finance tips and the personalized advice you need. Discover how to use social media as a tool, not a guide.
Never Take $ Advice from Social Media
financeinsights.net
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Retirement is often referred to as your golden years 🌅 A time to relax and enjoy the fruits of your years of labor. But what happens when a curveball is thrown your way that disrupts that? Jim Kruzan, CFP®, CRPC® takes you through a 'financial fire drill' we conduct for clients, below ⬇️🚒 (If you enjoyed what you listened to, play the full conversation today: https://bit.ly/3Vcffay ) #TheRetirementEngineer #BiggerBolderRetirement #RetirementPlanning #PrepareForTheUnexpected #RiskManagement
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Today's the day! Our 10th Annual Community Shred Event is happening NOW at Kaydan Wealth Management! 📍 Location: 329 W. Silver Lake Road, Fenton, MI ⏰ Time: 10 AM - 12 PM 🎁 Don't forget: The first 100 attendees get a FREE Kaydan Wealth tote bag! 📦 10 box limit per car—staples and paperclips are fine! 🚗 Convenient drive-through service. 📄 Certificate of Destruction included. Don't toss your identity, Shred-it! See you soon!
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Ever wondered how the structure of your assets could affect your retirement? 💡It's not just about how much you save, but how you save it. 🏦 Join Jim Kruzan, CFP®, CRPC® and Darren Brennan, CFP®, CRPC® for a knowledge-packed episode of The Retirement Engineer that could make a dramatic difference in your retirement and healthcare planning: https://bit.ly/3Vcffay #TheRetirementEngineer #BiggerBolderRetirement #WealthManagement #RetirementPlanning #HealthcareCosts
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Tomorrow’s the big day! Join us for our 10th Annual Community Shred Event at Kaydan Wealth Management. 📍 Location: 329 W. Silver Lake Road, Fenton, MI 48430 ⏰ Time: 10 AM - 12 PM Special Offer: The first 100 attendees receive a Kaydan Wealth tote bag, perfect for your future shredding transport! 📦 Bring up to 10 boxes (paperclips and staples are okay!) 🚗 Drive-through service for easy unloading 📄 Free Certificate of Destruction Don't toss your identity, Shred-it!! See you there! More Info: https://lnkd.in/g_4t_-QM
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For many, navigating healthcare costs is just another layer of confusion in retirement planning 📋 Don’t stress, we are here to help. Darren Brennan, CFP®, CRPC®, joins this week’s episode of The Retirement Engineer to unpack the roles of Medicare, COBRA insurance, Health Savings Accounts (HSAs), and more! 💸Follow along for easy-to-digest advice on creating a financial plan that comprehensively covers healthcare expenses: https://bit.ly/3Vcffay #TheRetirementEngineer #BiggerBolderRetirement #HealthcarePlanning #COBRAInsurance #HSAs