- Individual attention
- Personalized planning
- Safer money management
- Reduced stress
- Continuous planning
- Structure for your life, investments, Insurance, Legal and Tax
What sets us apart is our personalized approach and frequent communication. We’ll take the time to understand your unique financial goals and design a tailored plan, rather than applying a one-size-fits-all strategy. Our firm is also independent and a fiduciary, which means we only exist to serve our clients with unbiased advice that’s always focused on their best interest.
At Kraus Capital, we provide you the convenience of one-stop to deliver coordinated retirement income planning focused on investment management, tax planning, financial planning, insurance & estate planning to include gifting and charitable giving strategies, ultimately providing you a household CFO to help maximize your wealth.
Chances are whatever you are going through in life, we have already helped clients navigate those same issues and can share the strategies and results.
Why you should contact us:
- You’re looking for independent, objective advice focused on helping you exhibit ideal investor behavior
- You’re ready to have a clear action plan of when you’ll be able to retire.
- You’re not sure if your investments are doing what they should be doing. Are they the right investments to help you achieve your goals?
- You don’t want to waste time messing with online financial calculators or 1-800 numbers
- You’re not comfortable with your current financial situation and need clarity on what to do next.
- You’ve done a good job of managing your investments to this point, but you would feel much more comfortable getting an expert’s second opinion.
- You’re currently working with an advisor that you’re just not sure about. You want to make sure that your plan is in your best interest, not the advisor’s.
- You’re already retired but need confirmation that you have the right strategy in place.
- You came across sudden wealth (inheritance, for example), and you want to make sure the money is invested properly.
We are in the service and problem-solving business. The reason we exist is to help our clients navigate and organize their financial lives. We build, manage and monitor world-class financial strategies – and we are confident we do it as good as anyone else.