Services
Kutzen Financial
- Item Number
- 513
- Estimated Value
- 1500 USD
- Sold
- 180 USD to kfda8a15f
- Number of Bids
- 17 - Bid History
Item Description
Financial Consultation and Comprehensive Financial Plan customized to you and your goals. Jed L. Kutzen, AIF Wealth advisor www.kutzenfinancial.com
Kutzen Financial is committed to providing unbiased, conflict-free advice and high-touch service that helps our clients organize, grow, and protect their wealth according to their values. We have structurally built Kutzen Financial Partners from the ground up to be true to this independence.
As genuinely independent fee-based financial advisors, we believe in first and foremost educating our clients on options for developing a sensible wealth plan. We place great importance in helping our clients understand the attributes and detriments of each of these options as there is no perfect investment. This education allows us to develop a plan that is right for you while removing advisor bias regarding any of these options.
Item Special Note
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Products and services include:
- 401(k) retirement plans and Individual Retirement Accounts
- 529 qualified tuition plans
- Annuities
- Mutual funds
- Certificates of Deposit
- U.S.Treasuries Securities
- Group retirement and savings plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
- Other retirement savings plans designed specifically for employee groups
- Life insurance
- Long-term care, disability and critical illness
- Health Insurance Group health benefits
Donated By:
Jed Kutzen
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