When was the last time you talked about money with a loved one? Many avoid it, yet it’s crucial for financial freedom. That’s why I’m sharing 25 conversation starters that make it easier to begin in this month’s Visual Insights Newsletter. Click here to read more [LINK].
Kaydan Wealth Management
金融服务
Fenton，MI 1,371 位关注者
Protect your hard-earned wealth and take control of your future.
关于我们
Our singular focus is to make an impactful difference in the lives of our clients and their families. As advocates, we work closely with our clients to clarify the financial landscape and navigate life's most important events. We achieve this through unbiased advice, meaningful portfolio management, and impeccable service. The following principles guide us in all that we do: - We have your best financial interests at heart. We strive to maintain complete objectivity and impartiality in our work and judgment. We provide you with all that you need to make thoughtful investment decisions. - We always conduct ourselves with integrity, dignity, and honesty. - We communicate in a clear and open manner and handle all inquiries/requests as quickly and accurately as possible. - We keep the confidentiality of all information given to us to the full extent permitted by law. - We disclose the services we provide and how we are compensated for them. We perform all services in a fair and reasonable manner and disclose any conflicts of interest. - We maintain and expand our knowledge through continuing education. To learn more about Kaydan Wealth Management and how to engineer your best retirement, subscribe to The Retirement Engineer podcast at www.TheRetirementEngineerPodcast.com or visit www.kaydanwealth.com. Free tools, offers, additional information, etc., here: https://linktr.ee/KaydanWealth Investment advisory services are offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor. 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. For important social media disclosures, visit https://www.kaydanwealthmanagement.com/social-media/
- 网站
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https://www.kaydanwealthmanagement.com
Kaydan Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Fenton，MI
- 类型
- 自有
- 创立
- 1987
- 领域
- Wealth Management、Investment Consulting、Financial Planning、Risk Management、Asset Management、Advanced Planning、Tax & Estate Planning、Executive & Corporate Services、401(k) Monitoring、Registered Investment Advisor、Retirement Planning、Investments、Mobility Technology Industry、Scientists和Engineers
地点
Kaydan Wealth Management员工
动态
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It’s getting colder, and a warm coat could make all the difference for someone in need. ?? Drop off your gently used coats at one of our offices or donate online—every $1 warms a person! Thank you to everyone who’s helped so far! ?? ?? Donate or learn more here: https://bit.ly/owc-kwm2024 ?? 329 W. Silver Lake Rd., Fenton, MI | 2701 Cambridge Ct., Auburn Hills, MI #kaydancares #sharewarmth
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Happy Work Anniversary, Dylan Stewart, CFP?, CPA! We’re celebrating another awesome year with Dylan on the team! From helping clients make smart money moves to just being a great guy to work with, Dylan brings so much to Kaydan Wealth every day. Thanks for all you do, Dylan! Here’s to many more years of making a difference together!
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We’ve collected over 2,000 coats in the last decade! This year, we’re hoping to add many more to that total. ?? Bring your gently used coats to one of our drop-off locations. Donations go to Carriage Town Ministries in Flint. ?? Donate or learn more here: https://bit.ly/owc-kwm2024 ?? 329 W. Silver Lake Rd., Fenton, MI | 2701 Cambridge Ct., Auburn Hills, MI #kaydancares #sharewarmth
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Today, we’re celebrating one of our talented wealth advisors, Dylan Stewart, CFP?, CPA! From helping clients make the most of their financial future to being a dedicated team member, Dylan brings so much to Kaydan Wealth Management. Join us in wishing him a fantastic birthday filled with joy, laughter, and all the things he loves most! Cheers to another year of success, happiness, and great achievements. Happy Birthday, Dylan!
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Some of the biggest market bubbles, busts, and crises over the past few decades have been caused by these two things - fear and greed. Learn more in this month’s Visual Insights Newsletter. Check it out!
How many $ choices do you make out of greed or fear?
financeinsights.net
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Medicare parts and plans can be confusing. Do you have enough coverage based on your healthcare needs? Could you be saving money with a different plan? Should you change plans to take advantage of the 2024 Medicare laws? This FREE guide will help you choose the plan that’s right for you.
ACT FAST! Re-evaluate Your Medicare Coverage By Dec. 7
financeinsights.net
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Did you know? 1 in 5 American children lives in poverty, often lacking a warm coat for winter. You can make a difference by donating coats or dollars to our drive! ?? Every $1 warms one person. Let’s keep our neighbors warm together! ?? Donate or learn more here: https://bit.ly/owc-kwm2024 ?? 329 W. Silver Lake Rd., Fenton, MI | 2701 Cambridge Ct., Auburn Hills, MI #kaydancares #sharewarmth
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When you want to buy or sell an item, what do you consider? A lot of decisions in the markets aren’t based on numbers at all, but based on emotions like fear and greed. Learn about how these emotions can get in the way of rational decisions in this month’s Visual Insights Newsletter.
How Fear & Greed Can Backfire in Investing
financeinsights.net
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?? The 11th Annual One Warm Coat Drive is officially underway! We’re collecting gently used, clean, warm coats for children and adults at our Auburn Hills and Fenton offices now until December 13th. Donate funds or coats to help warm our community. Thank you to those who’ve already donated! ?? ?? Donate or learn more here: https://bit.ly/owc-kwm2024 ?? 329 W. Silver Lake Rd., Fenton, MI | 2701 Cambridge Ct., Auburn Hills, MI #kaydancares #sharewarmth
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