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Financial Planning Process

At Kautz Financial we work to meet all of our client's financial goals by developing a comprehensive financial plan to help them gain control of their present situation, plan for the future and prepare for the unexpected.   We have developed a streamlined process for constructing a financial plan, that simply begins  with getting to know  our clients. 

We take the time to have effective conversations, allowing  us to gain a strong  understanding of each individual situation.   A broad framework is set by looking at clients current circumstances and their goals for the future.  Once all aspects of a clients situation are evaluated and analyzed, a comprehensive plan is presented. 

Once a plan is put in place, accounts become accessible through one easy to use personal website.  This allows clients to track their progress towards their 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 our clients and better serve their needs. 

View the video below for more information on how you can gain control of your financial future by engaging in a financial plan.    

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 Daniel Kautz, Registered Representative offering securities through American Portfolios Financial Services, Inc. Member FINRA/SIPC Investment advisory services offered through American Portfolios Advisors, Inc. an SEC Registered Investment Advisor. Kautz Financial is not affiliated with APFS and APAI.

This communication is strictly intended for individuals residing in the state(s) of FL, MI and NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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