Gain control of your present, plan for the future & prepare for the unexpected.
Through accumulating, protecting and distributing wealth in the most tax effective manner, Kautz/Buckley Independent Wealth Management provides guidance in establishing a comprehensive financial plan. Our firm works to identify and prioritize our client’s objectives, ensuring they feel a sense of comfort and relief regarding their financial state. Communication and commitment to excellent service act as the basis for the success of our firm.
Our firm understands the devotion and fortitude of families who have loved ones with special needs. Financial Advisor and owner, Dan Kautz, possesses a specific set of skills to assist families with individuals who are disabled, including funding and managing special needs trusts. Due to Dan’s personal life experience, he has dedicated a portion of his practice to working with families facing these unique situations and works closely with attorneys who specialize in the special needs field.
Our clients engage with us on three levels. All three levels are a fiduciary relationship, meaning it is fee-based not commission based. This makes the relationship client-centered not product centered. They are based on a level of involvement between the client and the staff. Client’s can choose an engagement level ranging from basic to very involved, including a personal Wealth Health website and yearly review.
Do you know where everything is, and what everything is worth? If you want to know, you can.
Now, you can see everything you own all in one place.
The wealth health dashboard allows you to track your progress towards your goal and identify if changes need to be made. Review appointments, re-cap letters and check-in phone calls allow us to stay connected to you and better serve your needs in order to gain control of your financial future by engaging in a financial plan.
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