If the state of your retirement plan is stressing you out, you’re far from alone. In our opinion, most retirement income strategies are all wrong and do not address retirees’ most significant concerns, such as making the money last, taxes, estate planning, or even the best time to draw social security. Whether or not your current plan works is too important to leave to chance. Maybe you’re frustrated with all the choices, financial jargon, and investment products. Perhaps it’s because you don’t know how much you need, how long it will last, and how to take what you’ve saved and convert it into a predictable stream of income over a period that could span years or decades. Retirement is a game-changer, and it requires a different strategy from your working years. We can help. You need a more definitive path – you need more predictable outcomes in your retirement plan focused on the things you can control.
So, we have created a simple 3 step process to help get you started:
Discovery
We talk. Either a face to face meeting in our office or something as easy as a 15-minute phone call. It’s just to make sure our services and what you are looking for align together.
Design
Choose a program and build a plan. Are you still working, or are you already retired? Do you work for AT&T or do you work somewhere else?
Deploy
Check it off the to-do list – you have a retirement plan in place.
Our process synchronizes financial planning, investing, and advice to help you stay on track. Imagine entering retirement with a plan in place that tells you exactly where your desired cash flow is going to come from. It makes the transition to retirement less stressful. We also can take care of all the behind-the-scenes work and even direct deposit your retirement paycheck to your bank account as outlined in your plan.
We’ve simplified the retirement process for hundreds of families. We want to help guide you to a more positive future.
Our services start with a simple phone call.
Let us help you find the way retirement should feel. Schedule an appointment today – and let’s discover what’s possible.
This one-of-a-kind analysis will show you, in plain and simple terms, where you stand today and whether you are doing enough to get to where you want to go.
From there, Kraus Capital Management can advise you on what can be done to optimize and simplify your financial situation and provide options on how to get things done.
Solutions in Defensive Planning™
Each new client goes through our step-by-step process called Solutions in Defensive Planning™.
Within this process, we get to really know our client’s story inside and out. We help them identify the strengths, challenges, and opportunities they have in achieving their financial goals.
Our proprietary Solutions in Defensive Planning™ process puts you and your retirement first, statistically analyzing every component of your financial situation. It focuses on the questions that need to be answered and the challenges that need to be solved in our Defensive Income System.
Clients will get access to the latest technology which allows 24/7 access to all of their accounts.
On-demand performance reporting along with simple, clear and frequent communication about your investments.
- Are you really diversified?
- How much risk are you taking in your current portfolio?
- What risk management system do you have in place to protect against another market crash?
- Can your portfolio keep up with inflation?
- When is the best time for you to take Social Security?
- Is your current investment strategy on track?
- Pension Optimization
- Required Minimum Distribution (RMD) Planning
- Rental Properties/Income Tax Strategies
- Surviving Spouse Needs
- Long Term Care
- Estate Planning Issues
Click the button below to get started.
Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps us to ensure that your portfolio aligns with YOUR investment goals and expectations. Together, we can take the guesswork out of your financial future.
