Welcome to The Retirement Engineer With Jim Kruzan (Ep. 1)
Wealth management is not just for the wealthy. Everyone is entitled to their best retirement possible.
Welcome to The Retirement Engineer — Your path to a Bigger, Bolder Retirement.
In this episode, Jim Kruzan, CFP®, CRPC®, Senior Wealth Advisor and Founder of Kaydan Wealth Management, shares how his new podcast series is set to help people maximize their resources and engineer their best retirement.
Jim discusses:
- What motivated him to enter the financial industry 40 years ago
- His professional background
- Why you don’t necessarily have to be wealthy to work with a financial advisor
- Kaydan Wealth Management’s unique value proposition (which sets them apart from other advisors)
- And more
Connect with Jim Kruzan:
- (800) 638-6900
- Kaydan Wealth Management
- LinkedIn: Jim Kruzan
- LinkedIn: Kaydan Wealth Management
- Facebook: Kaydan Wealth Management
- Instagram: Kaydan Wealth Management
- YouTube: Kaydan Wealth Management
- Twitter: Kaydan Wealth Management
About Your Host:
Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. As the Founder, Jim is responsible for guiding the direction of the firm’s moral compass and ensuring the entire team is advancing its mission statement. As Senior Wealth Advisor, he manages the firm’s largest and most complex client relationships and is also hands-on with the development of comprehensive, process-driven wealth solutions.
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