Kraus Capital Management is an independent, retirement-specific firm based in San Antonio, Texas. We are dedicated to helping people retire more successfully. We believe that “retiree” planning is an area of specialty and requires specific attention to complex, interrelated issues. In response to these challenges, we have developed a customized, proprietary approach to quickly provide answers on where you stand and what’s possible. So, if you are nearing retirement and feel like you are behind in your planning, nervous, worried or maybe even a little scared – we are ready to help you make sense of things, discuss options, test various scenarios and hopefully put your mind at ease and confirm you’re on the right track.

Challenge

Unpacking years, sometimes decades of financial behaviors and maybe a fair amount of misinformation, myths, and misconceptions. Our job is to deconstruct complicated concepts – and help install the right investor behaviors.

Our Goal

Our goal is simple: Do our best to help preserve and grow client assets to protect their present and enable their future.

What We Offer

We are laser focused on the delivery of our services to our clients and their experience engaging with our firm. That translates to a lot of planning, advice, frequent communication, leveraging technology and thinking about what matters most to clients.

The services of KCM are best suited to the unique needs of clients whose nest egg exceeds $500,000. This minimum may be waived by the investment adviser, based on the needs of the client and the complexity of the situation.

Our clients are ready to clarify, simplify and organize their financial lives. They are looking for an experienced, credentialed, trusted advisor to deliver a comprehensive approach – defining objectives, analyzing options and implementing strategies to help them achieve their goals. They want to address their questions, reduce financial worries and decrease complexity so that they can focus on what matters most to them. They seek professional knowledge, expertise and support to align their investment strategy with their financial goals. They see the value in partnering with my firm, Kraus Capital Management, to design, implement and manage an investment strategy, including investment research, analysis and selection. Our clients view our professional management as a way to accomplish investment objectives while freeing up valuable personal time and understand that the success of their retirement is too important to manage on their own.

They know that we will do our best, put them first and keep a watchful eye on their investments and best interests. They expect us to focus on managing their investments, staying tech proficient, and communicating with them frequently.

While we would love to help everyone, we have very intentionally limited the number of clients we serve so that every client gets the personalized attention they need and deserve.

If you feel you are not a fit for either of the criteria listed above, we suggest that you visit letsmakeaplan.com to find a CERTIFIED FINANCIAL PLANNER™ near you.