Services

When it comes to financial planning, there is only one person that matters: You. Because this is your life, your goals, your dreams. That’s why KROST Wealth focuses on financial planning for your whole life – from your first job to your last and beyond.

As the driving force behind the process, you’ll have a better idea of where you stand, where you’re going and how you’ll get there. In fact, the more engaged you are, the better the chances that you will be able to create – and fund– the life you’ve always wanted. And we’re here to help keep everything on track. Together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it.

Investment Planning

How can you make the money you have work for you?

Asset allocation, portfolio design, diversification strategies, alternative investments, fixed-income strategies, investment policy statement, needs assessment, monitoring and review

Tax Planning

Paying taxes is a certainty, but we help ensure it won’t obliterate your finances.

Tax-optimized investing, charitable planning, trust services, tax-loss harvesting, tax burden reduction, estate planning

Income Protection and Asset Preservation

Protect and preserve what you’ve spent your life building and ensure the future of your family’s success.

Prepare for the future to guard and protect the lifestyle you’ve created through planning for long-term care and disability protection.

Retirement Planning

Making sure you’re set when the time comes

Distribution planning, IRA contributions and rollovers, income projection analysis, employer-sponsored plans and 401(k)s, social security and medicare, self-employed retirement plans, retirement goal setting

Business Planning

Keeping an eye on the future of your business

Business succession, buy-sell agreements, non-qualified retirement plans, key employee retention

Estate Planning

What happens to your wealth after you’re gone?

Tax reduction, wealth transfer, charitable giving, trust services, wills, irrevocable life insurance trusts

Insurance

As an integral part of a comprehensive financial plan, insurance solutions address many individual and business needs.

Whether it is for business, retirement or estate planning, a comprehensive financial plan should include risk management solutions. However, insurance and annuity products can be complex and their features change frequently. KROST Wealth provides clients with the optimal solution to protect themselves, their family and their business.

Education Planning

Preparing for the rising cost of college for your loved ones.

Education savings accounts, 529 college savings plans, UGMA/UTMA accounts, trust services

Risk Management

Asking those difficult “What if?” questions.

Life insurance analysis and design, long-term care insurance, income replacement, disability protection, creditor protection, elder care planning, divorce, incapacitation, and control of assets

Debt Management

Take control of your finances through strategic debt management

While some debt such as mortgages are unavoidable, others such as credit card payments and home equity loans can prevent you from focusing on your financial goals. Our KROST Wealth team can help you get these consumer-based debts under control and get you on track for the future of your financial success.

Questions about our services?

Contact us if you have questions about our services offerings. Our dedicated team is happy to help.

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