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Auburn Hills (248) 625-2993

Fenton (810) 593-1624

Are you an existing client?

Yes, I'm an existing client
No, I'm not an existing client

Not yet. Show me how you do this.

Who is your advisor?

James B. Kruzan, CFP®, CRPC® is my advisor
Darren Brennan, CFP® is my advisor

Is there another team member who can answer your question?

For common requests that do not require an appointment with your advisor view our FAQs.

Disclosure: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM and CFP® in the U.S.

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Tell us about you.
We ask so we can contact you in the manner you feel most comfortable.
Full Name*
Preferred Phone*
Preferred Email*

How would you define your wealth management needs?
(Choose all that apply)
How would you define your wealth management needs?*
- Investment Management
- Financial Planning
- Retirement Planning
- Social Security Planning
- 401(k) Monitoring
- Estate/Legacy Planning

What stage do you best identify with?
Throughout the various stages of life, we are faced with decisions that require strategy and planning. (Choose one)
What stage do you best identify with?*
- Under 30 years old
- 31-40 years old
- 41-50 years old
- 51-69 years old
- 70+ years old

How safe or risky are you?
(Choose one)
How safe or risky are you?*
- I watch every penny and can't stomach losing any.
- I like to think I am balanced.
- I have no fear of risk. I'm skydiving later.

Which best describes your current level of total investable assets?
(Choose one)
Which best describes your current level of total investable assets?*
- Foundation Builder ($0 - $100K)
- Accumulator ($100K - $300K)
- Wealth Creator ($300K - $800K)
- Wealth Enhancer ($800K - $2.5M)
- Wealth Steward (+$2.5M)

Let’s talk some more!
If you agree, select a location that is more convenient to meet. (Choose one)
Location*
- Fenton Office
- Auburn Hills Office

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Kaydan Wealth Management, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Kaydan Wealth Management, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Privacy Notice.

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