Jeff Kauffman, CDFA

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United States
Woodinville, WA
Jeff Kauffman, CDFA

I am a financial advisor who helps individuals and small business owners with their retirement plans

03/22/2025

It’s March Madness! How are your brackets doing?

01/27/2025

I will be doing a Divorce Workshop with a Divorce Attorney on February 22 at 10:00 am, the link below will take you to the registration page, any questions please reach out to me.

12/05/2024

🔍 December Financial Check-Up: Retirement Edition
Are your retirement accounts working as hard as you do? Take these steps:
• Compare your current contribution rates
• Assess your investment asset allocation
• Check for any available employer match opportunities
• Review beneficiary designations

Feeling overwhelmed? My complimentary 60-minute consultation can help you create a crystal-clear retirement roadmap.

🕒 Limited spots available! https://calendly.com/jeff-1482/complimentary-consultation-meeting

Your retirement dreams are waiting. Let's make them a reality! 🌟

11/29/2024

🏆 December Financial Prep Alert!

Year-end tax planning isn't just for accountants - it's for smart individuals looking to maximize their financial potential. This week, review your potential tax deductions:

• Max out retirement contributions
• Consider charitable donations
• Evaluate investment losses for tax-loss harvesting
• Review flexible spending accounts

Want a personalized tax strategy that could save you thousands? I'm offering FREE 60-minute Financial Strategy Sessions to help you close 2024 strong and start 2025 even stronger!

👉 Schedule Your Complimentary Consultation

Don't leave money on the table. Your future self will thank you! 💰

05/28/2024

💬 March advisor quote of the month from Jeff Kauffman, Wealth Advisor.

"Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't, pays it." - Albert Einstein

Albert Einstein’s quote on Compound Interest highlights the significant impact that compound interest can have on accumulating wealth over time. It is a testament to the importance of starting early and being consistent with saving and investing habits.

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04/18/2024

Happy National Financial Advisor Day! 🎉 From the calm seas to the stormy water, we are here to help you pursue your path. Let us know how we can assist you!

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02/23/2024

💬February advisor quote of the month from Jeff Kauffman.

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10/11/2023

Our hearts are with those who have been impacted by breast cancer.

Address

16128 NE 145th Street
Woodinville, WA
98072

Telephone

+14254537080

Website

http://www.summitfamilyoffice.com/

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