Savvy Ladies Volunteers

Elliott Appel, CFP®, CLU®, RLP®

Volunteer’s Bio

Elliott Appel, CFP®, CLU®, RLP®, is the founder and financial planner of Kindness Financial Planning, LLC, a fee-only firm that helps widows and caregivers gain control of their financial life. His expertise is in helping widows and caregivers navigate health events, retirement planning, tax planning, investing, and balancing the technical side of planning with the emotional side of money.

Areas of Expertise (as specified by volunteer)

Retirement planning, tax planning, investing advice for widows and caregivers.