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
- 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 soon-to-be widows, widows, caregivers, and people affected by major health events organize, simplify, and figure out what comes next in their lives.Elliott Appel regularly helps people navigate the following:
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