Formulate Financial Confidence

How do I smoothly transition to this next phase of my life?

How can I balance and maximize my lifestyle to live my fullest life?

How will my portfolio strategy adjust from accumulation to sustainable longevity?

How can I make sure my family will be okay if something catastrophic occurs?

Do I have enough money? How do I balance my lifestyle while avoiding the risk of outliving my assets?


If you’re going to make the best decision for YOU, you need a team that will dedicate the time to understand the cornerstone of your entire portfolio – you.

We have found that by strategically leveraging a thorough, proven process in conjunction with our decades of real-world experience, we have helped hundreds of clients on their personal paths toward a confident future. Although this approach requires a bit more elbow grease from us, experience dictates there is simply no substitute. 

To best provide our clients with a financial plan personally tailored to their unique circumstances, we guide each person through our five-step framework to formulating financial confidence.

  1. Discover. We will dedicate the time to help you produce a Financial Objectives Statement that will drive your plan’s design. Over the course of one to two meetings, we will review your situation and engage in thoughtful, thorough conversation to curate a strategy that will work best for you.

  2. Develop. After getting to know you, our team will develop your Wealth Management Strategy, a living document that outlines your financial objectives and the detailed strategy to help you achieve it.

  3. Design. When you sign off on the strategy, we’ll design the portfolio to manage your assets. We typically manage all of our clients’ assets as a unified portfolio with a focus on total return, regardless of where assets are held — including company retirement plans.

  4. Deliver. What’s the point of designing your ideal portfolio and objectives if it isn’t implemented? Continued collaboration with your other professional advisors – such as legal or accounting professionals – allows us to holistically execute your curated plan.

  5. Discuss. We conduct annual strategy meetings to adjust to life’s changes. Consistent and comprehensive communication allows us to maintain a high degree of personal contact and connection with our clients.
    • Listening/Personalization
    • Goal development
    • Financial organization
    • Retirement Income Replacement Strategies
    • Portfolio management process
    • Web portal (organizer/portfolio)
    • Regular communication to adapt to world
    • Comprehensive plan
    • Prioritization
    • Tax management
    • Long-term care planning
    • What to do with an inheritance?
    • Having a system to manage finances as I age
    • Debt management
    • Picking the right retirement plan type
    • Reliability of KF client service
    • Asset protection strategies
    • Ask us about additional services that may be available to you
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Kreitler Financial is proud to work with clients who have achieved a great level of success and who are committed to long-term relationships. Our services are designed to be tailored to the specific needs of families and individuals who have investible wealth of $2MM to over $100MM and greatly value our expertise and holistic approach to asset management.

We also welcome potential clients who are on the path to reach that target net worth in a reasonable amount of time. If you feel you are a fit, we invite you to contact us today to learn more about how we can help you achieve your financial goals.