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 widows and caregivers 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