65 financial solutions

WHY US 

We believe that the basics in our industry are often overlooked and therefore deviated from which in turn yields poor financial advice and planning. Product is product at the end of the day and having it is the easy part. Where the challenge lies is how and why the product is needed and the purpose it plays in your life and whether or not you as the end user, understand it. Choosing 65 Financial Solutions as your partner in financial planning ensures you have a dedicated team committed to your long-term financial success. With a personalized approach, we focus on understanding your unique goals and aspirations, tailoring strategies that align with your vision for retirement, wealth management, and beyond. We offer expert guidance through every stage of your financial journey, providing clarity and confidence in making informed decisions. At 65 Financial Solutions, we prioritize transparency, trust, and a commitment to helping you navigate the complexities of today’s financial landscape with peace of mind. Partnering with us means having a trusted ally who is with you every step of the way, focused on securing your financial future and most of all, being there for you when needed most

THE TEAM

The 65 Financial Solutions team was established in 2013 by David John Watterson and the late George Kuhn, who made the pivotal decision to merge their individual financial advisory practices into one cohesive entity. This amalgamation created a comprehensive, holistic approach to professional advice and financial planning, allowing them to streamline their product offerings and enhance client servicing. The team's focus was always on providing tailored solutions that addressed the full spectrum of their clients' financial needs. In 2023, following the untimely passing of George Kuhn, Kyle Scallan joined the team as an independent advisor. Kyle's expertise and commitment to the team's values ensured the continuity of their high standard of service and the same holistic approach to financial advice that clients had come to trust. With this transition, 65 Financial Solutions remained steadfast in its mission to offer well-rounded, insightful financial strategies that prioritize the unique needs of each client, ensuring long-term success and security. Lynn Kuhn and Karen Joseph play a crucial role in the day-to-day operations of the business, assisting with administrative tasks and ensuring that all client interactions are handled professionally and promptly. Their support ensures that the team can maintain a high level of efficiency and focus on delivering exceptional financial advice while managing the administrative demands of the business. Together, the team remains dedicated to providing a comprehensive, client-centered approach to financial planning, with a commitment to long-term success and security for all of their clients.

IN DEPTH ADVICE AND FUTURE FORWARD PLANNING

Before we even consider a financial product that might suite you, it is vitally important for us to understand and know where you as an individual or family stand financially, which is often achieved by analyzing your cashflow and budget. What good would it be if you were offered a financial product that is tied to a monthly contribution on your end but you are not in a financial position to make such a commitment. Although certain products should be prioritized in ones life and do play an important role, our advice will be made very clear. We treat you based on merit with relevance and not as a transaction. Our practice has been built on ethics and due diligence and therefore should not been seen as a sale force trying to sell you something but instead a partner for the forceable future who can be trusted from A to Z when it comes to your financial planning needs. It is important that you're able to identify such from sound financial planners which in turn gives you the confidence to make decisions without any doubt in your mind

OUR BELIEFS 

Our belief system is simple; Treat people the right way and be honest. The initial foundation of a trustworthy relationship might take a while to prove and have put in place which is perfectly fine as we expect nothing less. Once achieved and a relationship is formed, communication and understanding follows which we belief sets both you and us up for success together in the long run. This not only has helped us solidify relationships with out clients base but has extended our services offering to their families and friends, creating generational relationships as well.