Dedicated to providing objective & strategic wealth management that is a right fit for you.

We provide straightforward advice as we put your needs and goals first. This advice includes having expertise in investment, insurance, social security, college funding and long-term care planning, which is often essential for a complete financial plan. We are here to provide you with the education, insights, and support to help you get to where you want to go.

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A more personal approach to financial planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Our Process

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Our Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

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Services

Retirement Income Planning

In order to best plan for a life after work it is important to know that the accumulation of assets is significantly different than the decumulation of assets. Nobel prize winner William Sharpe has called this decumulation stage of retirement the ‘nastiest, hardest problem in finance’. Thankfully, we have the understanding as well as multiple tools and solutions necessary to provide for a successful retirement.

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.

Meet Your Advisor

While Purpose Financial Planning LLC (PFP) has one employee, the owner, clients are receiving the benefit of many others who provide intellectual capital, support, and services beyond the ‘walls’ of the firm. Dan Kaibel, the owner enjoys incorporating these resources in working with his clients to achieve what is important to them. Dan has over 30 years of financial services experience in many areas, including previously overseeing investments as Chief Investment Strategist at a larger RIA firm.

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The Book of Genesis in the Bible states that God found delight in His work after seeing what He had made. Our goal is to be able to look at what has been created for our clients and to share in a sense of ‘well done’ with them.

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Recent Blogs

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.