by Kreitler Financial | Sep 14, 2023 | Financial Planning
Business succession planning is a critical aspect of any successful business. It involves planning for the transfer of ownership and control of a business to the next generation or a chosen successor. However, transferring ownership can come with its own set of...
by Kreitler Financial | Sep 12, 2023 | Investment Planning
Investing in the stock market can be overwhelming, especially if you have little or no past experience in financial markets. However, if you are one of these people there are still options for you to participate in the financial markets to start investing for your...
by Kreitler Financial | Sep 7, 2023 | Estate Planning
Nobody really knows when it will ultimately be their time to go. This is why it is never too early to start thinking about developing a comprehensive estate plan. Estate planning is an important step that can help individuals ensure that their assets are distributed...
by Kreitler Financial | May 18, 2023 | Financial Planning
There are many different ways to invest. Your investment strategy will depend on your wealth management goals and financial circumstances. Some individuals, such as older investors and retirees, may also be less comfortable with taking significant risk for one reason... by Kreitler Financial | May 2, 2023 | Financial Planning
Investing is an important part of a comprehensive personal financial plan. This is how people can afford to maintain their quality of life during retirement and make sure their family and loved ones are taken care of. However, there is always a certain amount of risk...
