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Kaizerman & Associates (K&A) was founded in 1994, as an independent financial planning firm, designed to help individuals and couples achieve their financial goals and enjoy life.
Financial Planning Services
Our fee-based Financial Planning Services include both Comprehensive or Issue Based Financial Plans. Comprehensive Financial Plans will include a detailed analysis of Financial Position, Risk Management, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning and other issues that may be of concern to our client. Issue Based Financial Plans may deal with one of the previous Financial Planning concerns or a more specific issue such as evaluating employer benefit options, stock option strategies, long term care planning , retirement plan distributions, year end tax planning, inheritance and end of life issues. Recognizing that Financial Planning is an ongoing process, we do offer Ongoing Financial Planning Services designed to monitor our clients progress in meeting their goals and offer plan refinements as appropriate.
Implementation Services
Our Implementation Services assist our clients in implementing their Financial Plan. We offer a full array of fee or commission based products. Investment offerings include stocks, bonds, mutual funds, real estate investment trusts, various limited partnerships, and annuities. We also offer Investment Advisory Services and separately managed accounts (SMA) to meet our clients needs. Risk Management offerings include life, disability, fixed/indexed annuities and long-term care insurance.
Tax Preparation and Beneficiary Directory® Services
Kaizerman & Associates offers income tax preparation services to clients. In addition, we have implemented a program to assist our clients in organizing their important documents, called the Beneficiary Directory. This system allows our clients to identify and organize their most important documents, so at a time of need, we are able to provide valuable assistance to them and their loved ones.
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