How can you use your wealth to create an impactful difference in your life or the lives of others? What do you want your legacy to be for future generations? The answers to those questions start with clarity.
In our role as your committed guides we endeavor to help you avoid the big mistakes, we advise you of your possibilities, and we support you through it all. Let’s start the process of achieving that clarity together.
- Your legacy
- Impact on community/family/world
- Charitable planning
- Trust design/management
- Generational wealth transfer
- Asset protection strategies
- How my future living arrangements affect family
- Business legacy
- Caring for family in case of loss/unexpected
- Coordinating with estate planning/tax experts
- Education planning
- Estate planning
- Getting kids involved in charity
- Gifting/loans to family
- Goal Development
- Working with multiple generations
- Ask about other services that may be available to you
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 clients have investible wealth from $2MM to more than $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.