Financial Planning

At Kaufman Rossin Wealth, we believe that understanding you and your goals is the key to successful financial planning. Simply put, our planning process begins with a candid conversation.

We want to get to know who you are and what really matters to you, so we can help identify your needs and challenges. We’ll then review your long-term and short-term goals, take a look at your current financial situation, and get a complete picture of your assets, liabilities, spending habits, and investments. Whether you are thinking about marriage plans, a higher cost of living, a career advancement, or the timing of retirement, we examine all aspects of your financial story.

Your wealth advisors take the time to focus on delivering true wealth management services, not just money management. This means integrating estate planning, tax planning and risk management needs, including life and long-term care insurance, into an overall financial plan – regardless if we or a third party manage it. When we take a look at everything with you, then we can truly deliver smart financial advisement and planning.

Design your financial plan

Once we’ve uncovered all the details, we can begin to connect the dots to build a plan that works for your life. Think of your financial plan as a roadmap that outlines the path toward achieving your future goals. We’ll create a written financial plan that is tailored to your needs and desires, and we’ll help you implement your next steps to get started immediately.

Evolve your financial plan

Once your plan is in place, you can feel more confident about achieving your future goals. However, we know that life happens, and your plans and vision can change. As life changes, your plan should change, too. your wealth advisors will be there every step of the way to help you adjust your plan to respond to your evolving needs.

The wealth advisors you want on your team

At Kaufman Rossin Wealth, we practice an integrated approach that gives you the benefit of an entire CPA and advisory firm’s knowledge and experience.

Moreover, we always have your financial well-being in mind. Pursuant to the Investment Advisers Act of 1940, we follow a fiduciary duty standard of care, which means we have a duty to provide advice and recommendations that are in your best interest.

Although many professionals call themselves “financial planners,” only those who have fulfilled the CFP Board’s rigorous requirements can call themselves a CERTIFIED FINANCIAL PLANNER™ or CFP® professional. As you begin to consider how to best manage your financial future, you can rest assured knowing that when you work with our wealth advisors, you’re working with a team that is committed to providing the highest standard of financial planning.


Note: Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.