It has been established that on average, "people spend four times the amount of time planning for their annual vacation than they do for their family’s financial future." Some of the reasons for not spending enough time on financial preparation include lack of having enough time, fear of where you are in your financial goals, lack of the expertise that you feel you may need, reliance on your CPA or others to assist you, and so on. Our organization helps coordinate where you are now financially, and helps you to establish a plan to work towards your financial goals.
Securities and Financial Planning Services offered through Waterstone Financial Group, a registered broker-dealer, member NASD-SIPC and Registered Investment Advisor. 500 Park Blvd, Suite 800, Itasca, IL 60143 (630) 250-7000
Currently, Mr. Kaufmann is securities registered in: KY, AK, CO, FL, GA, IN, MI, NY, OR.
This communication is strictly intended for individuals residing in the states listed above, where this registered representative is currently licensed to conduct securities business. No offers may be made to or accepted from outside the specific states referenced.
