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Elliott Appel (CFP®, CLU)

Elliott Appel focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Kindness Financial Planning focuses on helping widows and caregivers organize, simplify, and figure out what comes next in their lives.

Elliott Appel regularly helps people navigate the following:

  • Organize, simplify, and prioritize their financial life. Once that happens, a system can be created that puts you in control to feel unstuck and make better financial decisions.
  • Tax planning - whether it is analyzing Roth conversions, how to give most tax-efficiently to charity, or how best to gift to family
  • Estate plan review. Are you sure the right people are in the right roles? Does your plan reduce taxes? Are you assets appropriately titled?
  • Investment advice and management. I remove the jargon of the financial industry with simple, easy-to-understand explanations while building a portfolio that aligns with your values.
  • Insurance guidance. Is your life insurance still worth keeping? Is your home properly insured? Are there gaps in your auto insurance? Let's review it. Insurance is the backbone of a good financial plan.


    • Through my own experience as a caregiver, I'm also happy to discuss navigating the healthcare system, how eldercare consultants can help, and any other questions you may have about navigating health changes and loss.

    I am a fiduciary, fee-only financial advisor. You can learn more at www.kindnessfp.com or listen to my podcast at www.makingthemostoftime.com.

    NAPFA Start Date

    October 01, 2021

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    Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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    Download vCard
    Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

    Submit

    This Office

    2858 University Ave #326 Madison, WI 53705 Phone: 2066515097
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