All investors are different and have a unique vision for their retirement lifestyle. While very important, retirement income planning is not solely about your investments. For those interested in working with us, we came up with a simple yet powerful process.
It's built on four pillars:
This one-of-a-kind analysis will show you, in plain and simple terms, where you stand today and whether you are doing enough to get to where you want to go.
From there, Kraus Capital Management can advise you on what can be done to optimize and simplify your financial situation and provide options on how to get things done.
Solutions in Defensive Planning™
Each new client goes through our step-by-step process called Solutions in Defensive Planning™.
Within this process, we get to really know our client’s story inside and out. We help them identify the strengths, challenges, and opportunities they have in achieving their financial goals.
Our proprietary Solutions in Defensive Planning™ process puts you and your retirement first, statistically analyzing every component of your financial situation. It focuses on the questions that need to be answered and the challenges that need to be solved in our Defensive Income System.