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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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?