Get Your Free Assessment
A short, no-obligation conversation about your retirement picture.
Getting started begins with a simple phone call. Tell us a little about where you are today, what you are thinking about for retirement, and the questions you would like answered. From there, we can determine whether a free assessment with Kraus Capital is the right next step.
The assessment is designed to help you better understand where your retirement plan stands today and whether Kraus Capital may be the right fit. There is no cost, no pressure, and no obligation.
What the assessment is
The free assessment is a focused conversation, not a sales pitch. We will ask about your goals, your timeline, and the accounts you already have, and we will answer your most pressing questions.
You can do it by phone, by video, or in person at our Boerne office. It is genuinely free, and there is no expectation that you become a client.
What you will walk away with
Even if we never work together, you will leave the assessment with something useful:
- A clearer view of your current retirement picture and where the gaps are.
- An honest answer on whether Kraus Capital is the right fit for your situation.
- Clear next steps, whether that is working with us, fixing something on your own, or simply waiting until the timing is right.
How it works
Getting started is simple:
01
Step 1: Give us a call.
Start with a brief conversation so we can learn a little about you and what you are looking for.
Step 2: We determine the right next step.
If a free assessment makes sense, we will arrange a convenient time to meet.
Step 3: We meet by phone, video, or in person.
During the assessment, we will talk through your retirement picture, goals, concerns, and questions.
Step 4: You leave with greater clarity.
We will discuss the next steps and follow up with anything you asked us to provide.
Who this is best for
The assessment is most valuable for individuals and couples ages 55 to 70, at or near retirement, with at least $700,000 in investable assets, who want a coordinated written plan rather than a single product. Not sure if that is you?
About Brian
You will be talking with Brian Kraus, a CERTIFIED FINANCIAL PLANNER™ professional with more than 27 years of retirement income planning experience. Kraus Capital is independent, fee-based, and veteran-owned.
Questions about the meeting
Is this really free?
Yes. The assessment is free and carries no obligation. We offer it because the best way to know whether we can help you is to have a real conversation first.
Is this a sales pitch?
How long does the meeting take?
What if I am not sure I am ready?
Can I bring my spouse or partner?
What happens if Kraus Capital is not the right fit?
Ready to Take the First Step?
A better retirement plan starts with a conversation. Give us a call to tell us a little about where you are today, what questions are on your mind, and what you hope to accomplish. We will help you determine whether a free assessment with Kraus Capital makes sense for you.
There is no cost, no pressure, and no obligation.
Disclosures: Investment advisory services are offered through Kraus Capital, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Kraus Capital and its representatives are properly licensed or exempt from licensure.
Brian Kraus is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® marks are owned by the Certified Financial Planner Board of Standards, Inc. and are used in accordance with CFP Board guidelines.
Charles Schwab serves as the independent custodian for client assets. Kraus Capital is not affiliated with, and does not receive compensation from, Charles Schwab for custodial services. No strategy assures success or protects against loss. Past performance is not a guarantee of future results.
See our Privacy Policy and Form CRS for more information.