Kadletz Wealth Management, LLC
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help address your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.
Our broker dealer, First Allied Securities, Inc., is one of the leading full-service independent brokerage firms in the nation. Based in San Diego, First Allied’s exclusive business development platform has been expertly constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. As of December 31, 2014, First Allied had approximately $31 billion in assets under administration and 785 affiliated financial advisors. For more information, please visit www.firstallied.com.
We follow a detailed process to help you navigate all the important financial planning areas. This process highlights 13 wealth managment issues we found to be important to our clients. Using this process along with our network of local professionals and diversified resources of First Allied Securities our goal is to help you achieve your financial goals. Our primary focus is working with clients who are planning for retirement or are already retired.
Whether you are just starting to save for your future, or are a seasoned investor, Kadletz Wealth Management, LLC. has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Our commitment to our clients is to always be responsive and accessible. We know that your time is valuable and that up-to-date information is important. We we'll work together to develop a personalized communication plan for you so that you'll have the information you need to make decisions and protect your intrerests.
Call us today for your complimentary Financial Plan and learn how Kadletz Wealth Management, LLC. can help simply your life.