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April 11, 2023

Welcome to The Retirement Engineer With Jim Kruzan (Ep. 1)

Wealth management is not just for the wealthy. Everyone is entitled to their best retirement possible.

Welcome to The Retirement Engineer — Your path to a Bigger, Bolder Retirement.

In this episode, Jim Kruzan, CFP®, CRPC®, Senior Wealth Advisor and Founder of Kaydan Wealth Management, shares how his new podcast series is set to help people maximize their resources and engineer their best retirement.

Jim discusses: 

  • What motivated him to enter the financial industry 40 years ago
  • His professional background
  • Why you don’t necessarily have to be wealthy to work with a financial advisor
  • Kaydan Wealth Management’s unique value proposition (which sets them apart from other advisors)
  • 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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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
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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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