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Retiring for High-Net-Worth Individual: Safeguarding Your Assets with 5 Key Wealth Management Moves

Retiring for High-Net-Worth Individual: Safeguarding Your Assets with 5 Key Wealth Management Moves

by Kreitler Financial | May 7, 2024 | Financial Planning

Retirement is meant to be the golden years of life when you can relax, pursue passions, and enjoy the fruits of decades of hard work. However, without proactive planning tailored to your financial situation, this ideal vision can fall short. This is especially true...
Financial Planning for the Unpredictable Career

Financial Planning for the Unpredictable Career

by Kreitler Financial | Jan 25, 2024 | Retirement Planning, Financial Planning

Money today doesn’t necessarily translate to money tomorrow. Research shows: ·Around one-third of Americans don’t have any savings at all.  80% of Americans are stressed about the cost of living  If they lose their income, around half of them won’t be able...
The Link Between Mental Health and Emergency Savings

The Link Between Mental Health and Emergency Savings

by Kreitler Financial | Dec 7, 2023 | Health and Wellness

Mental health is a widespread concern that affects individuals beyond their personal lives into every aspect of work and financial stability. As financial stress is one of the major contributors to mental health issues, it is essential to recognize the significance of...
Plan Ahead for Effective Leadership Transition

Plan Ahead for Effective Leadership Transition

by Kreitler Financial | Oct 19, 2023 | Charlie's Corner

As the business landscape continues to evolve at a rapid pace, it becomes increasingly crucial for executives and business leaders to adapt and stay ahead of the curve. Effective leadership transition plays a pivotal role in ensuring the continuity and long-term...
Unlock the Secrets of Family Estate Planning

Unlock the Secrets of Family Estate Planning

by Kreitler Financial | Oct 3, 2023 | Estate Planning

Planning your estate is a key step in protecting your riches. This ensures that your possessions are dispersed after your death in the manner that you desire. The Importance of Estate Planning Estate planning is crucial for people who want to guarantee that their...
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Form CRS | Important Disclosure Information

Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info Best-In-State Wealth Advisors

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