FAQs

We believe the best investment you’ll ever make is hiring a good financial advisor. By helping you consistently make smart financial decisions across all aspects of your life we can add far more to your wealth than we ever could by trying to guess which stock is going to beat the market next year. To…

We think about this often. Here’s what I’d focus on:

Here’s what that meeting process looks like:  STEP 2: THE DISCOVERY MEETING (1ST OFFICE MEETING) – BRAINSTORM We ask a lot of questions and let you do most of the talking. We go over the forms you completed, review your statements and documents, and discuss and prioritize your goals. We identify any income gap and…

Step 1: The Initial Call To get started, simply reach out to us by calling 210-224-1600. You can also email us or reach out via our Contact Us intake form found in multiple locations on this website. Please feel free to spend time reviewing our site as well. We’ve tried to include information to help…

It’s been said many times that the number one reason people change their financial advisor relationship is because of lack of communication from their advisor. That will not happen at Kraus Capital. We communicate throughout the year, schedule your reviews months in advance so you always know when you’ll hear from us next, educate with…

You will work directly with me, Brian Kraus, a Certified Financial Planner®.  You should expect the most thorough retirement projection modeling process you’ve ever been through. We deliver a ton of education and different projections to see the impact of decisions, tax modeling, varying retirement dates and much more. It’s so comprehensive we usually deliver…

How we get paid can vary depending on the services provided. For our investment management service, we receive a fee directly from the client’s account based on a percentage of assets under management we manage for you. It’s all encompassing and includes a series of strategy meetings that convert to ongoing planning and investment management…

Retirement planning is a dynamic process. From planning for retirement, establishing an investment strategy, optimizing your taxes, charitable giving, estate plan and insurance coverage; bringing all the pieces of your financial life together is a challenging task. Although many professionals may call themselves “financial planners” or “tax advisors”, CFP® professionals have completed extensive training and…

Yes. We are a comprehensive retirement income planning firm that combines our consulting and modeling process with investment management services. The typical client who contacts us is looking for the right partner and would prefer to delegate investment management decisions. Through the planning process, if we mutually determine we are the right partner, then clients…