Plan. Invest. Protect.

Plan. Invest. Protect.

Empowering your financial future with personalized wealth strategies, upholding the highest fiduciary standards with integrity.

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Building a Confident Retirement Journey

Building a Confident Retirement Journey

Guiding you towards a secure retirement, we ensure you have ample funds to support your lifestyle, minimize taxes, cover long-term care expenses, and leave a legacy for your children. We have been serving clients in Ohio and Florida for over 25 years. With us, you can let go of financial fears and focus on enjoying life.

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Who We Help

Soon to be Retired and Already Retired

Soon to be Retired and Already Retired

Individuals who are nearing retirement or already retired, seeking to secure their financial future.

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Accumulation Stage

Accumulation Stage

People in their 40s and 50s, aiming to build wealth for a comfortable retirement.

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Independent Women

Independent Women

Married, single, widowed, and divorced women seeking financial independence and stability.

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Transitional Planning for the "Sandwich Generation"

Transitional Planning for the "Sandwich Generation"

Those balancing the financial demands of their growing children and aging parents.

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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Testimonials

Testimonials

"I’ve worked successfully with Pam at Kruger Consulting for over 20 years in both Ohio and Florida as my financial adviser and friend. I feel confident in her work ethics and accountability. She always follows up and thoroughly reviews our accounts every year to keep us on track."

-Teresa

Who We Are

Who We Are

As a committed fiduciary, we are dedicated to providing insightful guidance, fostering understanding, and driving meaningful financial growth for you.

Resources

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Testimonials

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How We Help

At the heart of our service are three key areas that form the cornerstone of financial security.

STEP

1

Plan

Crafting a personalized financial blueprint, tailored to your unique needs and goals.

STEP

2

Invest

Employing strategic wealth accumulation strategies, optimized for growth and security.

STEP

3

Protect

Safeguarding your financial future with comprehensive insurance solutions.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Take The First Steps

We look forward to the opportunity to meet with you and begin working with you to secure your financial future.

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