How often do we communicate?

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 a quarterly financial focus and fill the in-between time with emails to keep you up to date and on track.  

We feel that communication is the cornerstone of a successful relationship. It is also a two-way street. We routinely meet with our clients at least one to three times per year, generally at the beginning of the year to map out the road ahead, as well as towards the end of the year to solidify any decisions that may have an impact on the tax year. In addition to our routine meetings, we pride ourselves on unlimited availability for our clients. We want to be a part of

every major financial decision you face, as well as a trusted resource when you need a second opinion. 

The frequency of meetings or communications can vary based on your specific situation and needs. Initially, we will work closely to understand your goals and develop a comprehensive retirement income plan. After that, regular check-ins and reviews may be conducted to ensure your plan remains on track and adjusted as necessary. We are always available to address any questions or concerns you may have.

In addition, we regularly communicate ideas, economic conditions, market trends, investment ideas, and other writings we feel will benefit our clients through our blog, newsletter, and quarterly financial focus topics.

We are never more than a phone call, zoom meeting, or email way!