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“I want my clients to feel confident, have clarity and believe they have a trusted advisor who is dedicated to their financial success.”


Our Four Fold Process


10 Retirement Mistakes to Avoid


5 Keys to Manage Social Security Benefits

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 Management's extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.