Planning Is Everything As Dwight D. Eisenhower pointedly said, “Planning is everything.” Here at CayDen Wealth Management, we couldn’t agree more. We believe that continuous, adaptive planning; not a static plan, is the cornerstone of building wealth, reaching financial goals, and ultimately creating your own version of financial freedom.

One day, a client started working with the CayDen Wealth Management team in hopes of maximizing their tax refund, while positioning their...