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Who is your advisor?

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

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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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How would you define your wealth management needs?

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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)

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If you agree, select a location that is more convenient to meet. (Choose one)
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- Fenton Office
- Auburn Hills Office
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Investment advisory services offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor with the State of Michigan. Information on this web site is directed toward U.S. residents only. Kaydan Wealth Management 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. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. 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. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Links are being provided for information purposes only.

ADV Part 1
Part 2A
Kruzan Part 2B
Brennan Part 2B

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