Wealth Management

Wealth Plans Created to Achieve a Bigger, Bolder Retirement

Holistic Solutions

Turning Your Dreams and Aspirations into a Reality

At Kaydan, we believe that true wealth management goes beyond numbers and investments. Our approach is built on a foundation of trust, collaboration, and an unwavering commitment to your financial success. We understand that your financial journey is unique, and that’s why we adopt a personalized, client-centric approach to cater to your specific needs and aspirations. 

Pulling in the Same Direction

Financial Planning with a Purpose and Vision

Our Wealth Management service separates itself with our signature Evolutionary Wealth Process. This collaborative and comprehensive approach integrates investment consulting, advanced financial planning, and relationship management. We work closely with you to create a complete financial roadmap that aligns with your short-term goals and long-term dreams. Your Advanced Plan and Personalized Roadmap act as powerful tools, helping us fuel your ambitions and track your progress along the way.

One of the key differentiators of our Wealth Management service is the focus on relationship building. We see ourselves as not just advisors but as your trusted partners, confidants, and advocates. Our team of experienced professionals conducts regular Strategy and Tactic Meetings, ensuring we stay connected and informed about your changing needs. Additionally, we provide exclusive educational and social events for our clients, fostering a close-knit community of like-minded individuals who share a vision for financial growth.

Comprehensive Wealth Management Plans

We recognize the diverse financial needs of each individual, which is why we present our unique Dual-Path Wealth Management Models as distinct options to cater to your preferences. The 360 model places a strong emphasis on advisor-driven guidance, while the 180 model puts you at the forefront with a client-centric focus and an educational foundation. Both avenues can lead to the achievement of your financial goals. Your choice reflects your preference, without compromising on the potential to attain the outcomes you desire.

Kaydan 360

Personally integrated, collaborative, and all-encompassing wealth management. 

Guided by our signature Evolutionary Wealth Process, this fee-based service model integrates investment consulting, advanced financial planning, and relationship management in a collaborative, client-centric, advisor-driven experience. It uses tools like Your Advanced Plan and Your Personalized Roadmap to help fuel your goals and track your progress. 

*Please Reference Exhibit A Kaydan 360 Fee Schedule. 

Kaydan 180

Entry-level wealth management and education services. 

This fee-based service model integrates active portfolio management with client-driven wealth management education. Kaydan 180 provides access to a dedicated Certified Financial Planner™ to help provide counsel and feedback on various financial planning topics by way of our Evolutionary Wealth Process.

We are your trusted sounding board on all things financial. 

*Please Reference Exhibit A Kaydan 180 Fee Schedule. 

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