A financial plan provides direction for saving, investing, risk management, asset protection, estate, and tax planning to help you maximize your current assets to achieve your goals. We believe that a financial plan is the mission critical link help you maximize your savings and investing efforts. Our goal throughout the process is to increase after tax and after cost portfolio growth and protect what you and your family have been working towards.
Over 14 years has gone into shaping our financial planning process, which helps identify your priorities, biases and goals in order to help understand your unique planning solution. The KROST Wealth Process
As your tax advisor, it is our duty to identify opportunities for you, as it relates to tax, to ensure your financial success. To accomplish that, we employ the Core 3 Process to systematically address key areas of focus to develop a comprehensive financial plan.
It all starts with tax.
Core 3 Process:
Over the years, we have refined and perfected a process to help our clients manage their most important and unique financial decisions and plans. We have bundled and named this process Core 3.
It focuses on the three main parts of our clients' financial lives:
Through this process, our clients come to understand exactly what is important to them, what resources are available, and the way to effectively deploy resources in the attainment of their goal.
Monthly Economic Updates
In this month’s recap: A powerful late-month rally helped recoup losses from earlier in the month. U.S. Markets Stocks were mixed in May as a powerful rally in the final week of trading helped recoup losses from earlier in the month. The Dow Jones Industrial Average picked up 0.04 percent, while the Standard & Poor’s Read the full article…
In this month’s recap: It was a challenging month for investors as losses in mega-cap tech companies spilled over to the broader market. Presented by Philip Clark, CPWA®,CFP®, CLU®, May 2022 U.S. Markets April was a challenging month for investors as losses in mega-cap technology companies and high-valuation stocks spilled over to the broader market. The Read the full article…
In this month’s recap: Stocks rallied as the Fed provided greater clarity on monetary policy, and investors became more upbeat about the economic outlook.Presented by Philip Clark, CPWA®,CFP®, CLU®, April 2022 U.S. Markets Greater clarity on monetary policy and improved investor sentiment on the economic outlook propelled stocks to their first monthly gain of the year. Read the full article…