Cyndi Friend Kay, CFP®
Creating solutions for life’s financial needs.
Welcome to my website. Thank you for taking the time to get to know me a little better.
The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one’s financial life. I believe that your investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan; I strive to deliver meticulously constructed plans via straightforward advice and personalized service; hallmarks of my approach to business.
My goal is to help clients protect and simplify their financial lives. By creating strategies for each individual client, I build long-term relationships based on the shared principles of trust, planning and communications.
Newsletters
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.