Through accumulating, protecting and distributing wealth in the most tax effective manner, Kautz Financial 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.