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Bigger, Bolder Retirement

Unlocking Your 
Financial Potential

At Kaydan Wealth Management, we’re dedicated to helping you achieve your financial aspirations with confidence and clarity. Our personalized wealth management services are designed to guide you through every stage of your financial journey, providing tailored solutions that align with your unique goals. 

Discover Your Bigger, Bolder Retirement

Always a Fiduciary

Navigating Your Path to Financial Success

We stand out with our unwavering commitment to providing you with a superior financial experience. Our services are thoughtfully tailored to fit your specific needs, ensuring that your financial strategy is uniquely aligned with your goals and circumstances. Backed by a team of seasoned professionals, including Certified Financial Planners™, we bring a wealth of knowledge to guide you on your financial journey. Your success is our top priority, and we are dedicated to delivering personalized solutions that empower you to achieve your aspirations. 

Founder of Kaydan Wealth Management

Jim Kruzan

CFP®, CRPC® | Senior Wealth Advisor

Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. As the Founder, Jim is responsible for guiding the direction of the firm’s moral compass and ensuring the entire team is advancing its mission statement. As Senior Wealth Advisor, he manages the firm’s largest and most complex client relationships and is also hands-on with the development of comprehensive, process-driven wealth solutions.

The Retirement Engineer 
with Jim Kruzan

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5 Key Questions to Ask a Financial Advisor

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Not Just For The Wealthy

Personalized Solutions for Every Stage of Your Financial Journey

We believe that financial guidance should be accessible to all, regardless of their life stage or financial standing. With our subscription-based models, we make trusted financial advice readily available, giving you the freedom to choose the level of service that best suits your preferences and requirements. Whether you’re just starting out or planning for retirement, our accessible approach ensures that you can take charge of your financial future with confidence and peace of mind.

Choose Kaydan Wealth Management as your trusted financial partner, and experience the difference that tailored solutions and accessibility can make in unlocking your financial potential.

Service Models

Diverse Service Models for Your Unique Goals

Wealth Management

Home, Work, Resources, & Life

  • Subscription-Based Wealth Management
  • Personalized investment management
  • Tax strategies and estate planning
  • 360-degree view of your finances
  • Tailored roadmap for long-term financial success
Learn More

Portfolio Management

Low-Cost, Low-Touch

  • Professional investment guidance 
  • Personalized portfolio management
  • Low-cost, low-touch approach
  • Focus on market insights
  • Confidence in capable hands
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Wealth Coaching

Subscription-Based Wealth Management

  • Affordable, subscription-based service
  • Entry-level financial guidance 
  • Accessible to all 
  • Workplace retirement planning for all career stages
  • Foundation for lasting financial well-being
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Barron’s
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and theirfirms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of anyone client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc.

Forbes
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Forbes is not affiliated with Kaydan Wealth Management, Inc.

Investment advisory services offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor with the United States Securities and Exchange Commission. 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. This website is a publication of Kaydan Wealth Management, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Professional advisors should be consulted before implementing any of the options presented. Information on this web page is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this web site does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. External links are being provided for informational purposes only. Past performance may not be indicative of future results. Investing involves varying degrees of risk and there is no guarantee that any specific investment will either be suitable or profitable for a client’s investment portfolio.

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