Diversified Retirement Services and Strategies

General Info

Whether you are at the beginning or the end of your working life, planning for your financial future is more important than ever! I have built my reputation on offering personalized services in all areas of financial consulting to meet the changing needs of individuals, families and small businesses.

Hours

Regular Hours

Mon - Fri:	7:00 am - 7:00 pm
Sat - Sun	Closed

Categories

Retirement Planning Services, Financial Planning Consultants, Financial Services, Insurance Consultants & Analysts, Investment Advisory Service

Services/Products

Retirement/Income Planning: Development of goals and creation of customized financial plan including proper balance and diversification of your investments, whether currently retired or working toward that goal. Asset/Estate Protection: Assistance with tax savings measures and estate issues to help avoid costly mistakes to your beneficiaries. Asset/Estate Protection: Advice for insurance products and annuities and execution of the same. Tax Issues: Analysis of current investments regarding potential (and hidden) tax benefits. Existing Portfolio Review: Provide direction for college funds, retirement accounts and general savings funds according to your needs. In Home Consultations Available.

Other Link

http://www.krugerconsulting.info