Organization: Kickstand Wealth Advisors
Industry: Social Services

Kickstand Wealth Advisors, although primarily a financial planning firm, contributes meaningfully to the Social Services sector through its focus on financial wellness and education. Their services support individuals and families in navigating complex financial landscapes, thereby promoting stability and security—key pillars of social well-being. Kickstand emphasizes personalized planning, helping clients understand and manage their finances responsibly to enhance quality of life. They offer tailored support for life transitions, including retirement planning, long-term care considerations, and financial preparedness for medical or family needs. The firm demonstrates a deep commitment to community engagement by educating clients about financial literacy and responsible investing. With a fiduciary approach, they prioritize clients’ best interests, an essential aspect of ethical service in the social services sphere. Their advisors frequently provide guidance to vulnerable populations such as older adults, divorced individuals, and caregivers managing financial responsibilities for dependents. Through these services, Kickstand Wealth Advisors plays an important auxiliary role in strengthening individual and community financial resilience.

Key Services (Social Services-related):

– Financial education and wellness planning
– Retirement and long-term care financial strategies
– Support for financial transitions due to life changes (e.g., divorce, aging)
– Budgeting and debt management counseling
– Fiduciary guidance for vulnerable or underserved populations
– Community engagement and financial literacy initiatives