Kuderer Financial, LLC
About
- I am a Wealth Advisor providing Financial Planning and Investment Advice services to my clients.
- I am a fee based fiduciary where I am obligated to do what is in my clients best interest always. I
- I work with small business owners in providing group 401k benefits for their employees.
- Have Health & Life Insurance licensee to provide life, long term disability and long term care insurance solutions to my clients.
i am passionate about helping my clients be good stewards and generous with their money & possessions.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
- Meet with new customer to discuss their dreams & goals and determine what needs I can solve.
- Gather data from client to eventually provide a comprehensive Financial Plan.
- Develop an Investment Strategy for client and transfer assets that I will then invest for my client.
-Stay in contact and check in with client every 2-3 months and meet with them once a year to review their Financial Plan and Investment Results.
What education and/or training do you have that relates to your work?
- Series 7 & 66 Securities license.
- Health & Life Insurance license.
- National Social Security Advisor (NSSA).
Do you have a standard pricing system for your services? If so, please share the details here.
- I am a fee based advisor that is compensated on a set % of assets managed each quarter.
- 1X Fee up front for a Comprehensive Financial Plan.
- Up front and ongoing commissions on all insurance and annuity products sold.
How did you get started in this business?
I was laid off in 2010 by a Fortune 100 company in the healthcare industry and decided I wanted to start my own business.
I was part of a financial firm my first 5 years before going on my own.
What types of customers have you worked with?
I work with all type of clients since I do not have a specific minimum of investible assets to work with me.
I work with retirees, small business owners, business executives, blue collar, women, millennials, baby boomers,
Describe a recent event you are fond of.
I just helped a client in his early 50's create an income stream for retirement that will allow him to wait to age 70 to apply for social security benefits.
What advice would you give a customer looking to hire a pro in your area of expertise?
- Ask the pro how they are compensated.
- Ask them if they are a fiduciary for their clients.
- Ask them how many years have they worked in the industry.
- Ask them if they do Financial Planning.
- Ask them if they require a minimum level of investible assets to work with them.
What questions should customers think through before talking to pros about their needs?
See questions in prior box.