Am I on track for my retirement and other goals? Will my investment strategy get me there?
How can I coordinate all my various financial affairs to track my progress and make better decisions?
I don’t have the time to manage all the details. What are the key decisions I need to make?
Your unique goals cannot be achieved with plug-and-play solutions or generic advice. With our methodical, step-by-step process, we will devise a customized and tailored plan for our clients. Our objective is to create the solutions that will get you closer to your long-term goals and personal values.
As a partner and guide, you can expect an objective, unbiased perspective to help you make decisions with clarity and confidence. Additionally, you have the support of an entire team working diligently to implement the plan, allowing you to focus on what matters.
- Annual Strategy Meeting
- Asset Protection Strategies
- Balance Sheet
- Business Succession/Exit Strategy
- Cash Flow Analysis
- Comprehensive Plan
- Coordinating With Tax/Legal Advisor
- Debt Management
- Employer Benefits
- Everything In One Spot (Portfolio And Other Finances)
- Financial Organization
- Goal Development
- Householding Portfolio Manage (Organize + Tax Efficiency)
- Insurance Analysis (Life, Disability, Liability, LTC)
- Job Change Analysis
- Major Purchase Analysis
- Managing RMDs
- Picking The Right Retirement Plan Type
- Prioritization/Timeline for Decisions
- Questions Answered When Needed
- Regular Portfolio Reporting
- Retirement Income Replacement Strategies
- Social Security Strategy
- Tax Strategy
- Web Portal (Organizer/Portfolio)
- What To Do with Inheritance?
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 a net worth between $2M and $100M 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.