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 experience requirements and are held to rigorous ethical standards. Kraus Capital Management understands all the complexities involved and we know how to make recommendations in your best interest all for one set fee. As a result, we find that clients get the most from our services if they have a minimum of $500,000+ of investable assets.