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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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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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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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?