Our Services | Kruger Consulting | Retirement Planning | Estate Planning

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

   

Retirement Income Planning:

   70 ½ Required Minimum Distribution

   Pension Income Strategies

   72t Distributions

   Lifetime Income Annuities

 

Investment Management:

   Mutual Fund Allocation, Research and Comparison; Rebalancing

   Fee-Based Money Management through Cornerstone Asset Management

 

Retirement Strategies:

   Traditional IRAs

   Roth IRAs

   401k Individual

   Simple/SEP IRAs

   Deferred Compensation Rollovers

   Profit Sharing

   403b

   ESOP

   TSA Plans

 

Estate Conservation:

   Beneficiary Designation

   Probate Avoidance

   Stretch IRA

   Veterans Benefits

   Long Term Care Insurance

 

Insurance and Annuity Products:

   Term/Universal Life Insurance

   Fixed/Indexed Annuities

   Variable Annuities

  

Estate Portfolio Review:

  Review and Research of Current Portfolio

 

Tax Saving Solutions:

   Tax  Deferred

   Tax Exempt

   Income Taxable

   Capital Gain/Loss 

 

*Tax and legal services offered in conjunction with qualified professionals.