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