July 4, 2023

Is Wealth Management Only for the Wealthy? (Ep. 9)

How much money do you need to have access to wealth management?

In a world where wealth seems synonymous with exclusivity, it’s time to shatter the misconception that wealth management is reserved for the affluent few!

In this eye-opening episode, Jim Kruzan, CFP®, CRPC®, empowers individuals at every stage of life to make informed decisions about their financial future, whether it’s planning for retirement, funding higher education, or conquering debt.

Jim discusses:

  • The invaluable power of accessible wealth management
  • 5 stages of wealth creation to navigate life’s most important events
  • How Kaydan Wealth Management’s suite of scalable services makes wealth management easily accessible
  • Why early career choices, seemingly unrelated, may morph into large deficits later in life
  • And more


Connect with Jim Kruzan: 

About Your Host: 

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.

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