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Elliott Appel
Professional designations
CFP, CLU, RLP
Firm or Broker/Dealer name
Kindness Financial Planning LLC
States licensed in
Madison
,
Wisconsin
Areas of expertise
Languages spoken
English
Areas of Expertise
Retirement/Retirement Income
Tax Planning
Estate Planning
Investment Management
Risk Management/Insurance
Time Zone
I'v been a coach with Wings for Widows since 2022 and helped 9 widows become more confident about their finances through pro bono coaching engagements. I'v been in the financial industry since 2012, and in 2021, I started my own firm, Kindness Financial Planning LLC, to focus on working with widows and caregivers. My dad was diagnosed with Stage IV Lung Cancer in my mid-20s and went on to live seven years. I'v taken that experience as a caregiver into financial planning conversations. When working with clients, I help make sure retirement planning, estate planning, insurance, tax planning, and investments are working in coordination for people. When not working, you can find me playing tennis, hiking, or cooking for my wife.