Our Services

Kraeutler Financial offers a full suite of financial services for people of all economic strata. From helping individual investors, business owners and professionals, retirees and more, our advisors specialize in optimizing every area of your financial life. Whatever you may hope to achieve, we’ll help ensure your portfolio works in unison so you can pursue your most cherished goals.

Tax Management

You worked hard to get here and your financial plan must be equally effective in protecting what you’ve built. By integrating and harmonizing your investments and tax planning, our advisors can execute various strategies that aim to help build your portfolio while managing risk to help preserve what you’ve worked so hard to achieve.

Investment Management

We lead with solutions, not products. This is the foundation of our investment management philosophy. As your financial stewards, our goal is simple: to help you grow and protect your assets. Our advisors build comprehensive and customized strategies that take everything into consideration, including your unique risk tolerance, your family, employment situations and more.

Retirement Strategies

Our advisors strive to simplify the retirement process so you can prepare with confidence. In addition to creating and implementing custom retirement plans, our advisors will monitor them as your needs evolve. Whether you’re just starting your career or are getting ready to leave the workforce, we will help you preserve your lifestyle so you can stay focused on your vision of retirement.

Estate Conservation

Truly comprehensive planning extends beyond retirement and the transferring of wealth. At its best, custom wealth strategies incorporate your family’s deepest values and build solutions that aim to help protect them long after you stop working. Estate planning embodies our Fiduciary responsibility to our advisory clients to act in your best interests as we promote your continued success from generation to generation.

Insurance and Risk Management

Are you and your loved ones protected? Our customized insurance policies will help protect against the unexpected and provide for your loved ones. At Kraeutler Financial, we offer a full suite of insurance policies, including life, disability and long term care insurance. We can build your confidence in tomorrow by working to strengthen your insurance strategies today.