How do I know if I’m a good fit for Kraus Capital?
We work with two distinct groups of clients – because we are able to deliver the greatest value when we focus on complex situations that require our expertise. This allows us to tailor our services and expertise to the unique needs of retirees.
Typical clients are:
AT&T employees, age 55 or older, at or near retirement (ideally, 2 to 5 years out). Most are mid to high-level employees, skilled technicians, managers and directors, who have worked for the phone company for at least 20 years.
*We do have a separate program for younger AT&T employees. You must be between the ages of 35 and 55 to qualify. Contact our office for more details.
The other group includes successful professionals, corporate executives, stock compensated employees, business owners/entrepreneurs, individuals, families and diligent savers with substantial and complex assets that are retired or close to it and have accumulated $750,000 or more in investable assets.
Both groups are ready to clarify, simplify and organize their financial lives. They are looking for an experienced, credentialed, trusted advisor to deliver a comprehensive approach – defining objectives, analyzing options and implementing strategies to help them achieve their goals. They want to address their questions, reduce financial worries and decrease complexity so that they can focus on what matters most to them. They seek professional knowledge, expertise and support to align their investment strategy with their financial goals. They see the value in partnering with my firm, Kraus Capital Management, to design, implement and manage an investment strategy, including investment research, analysis and selection. Our clients view our professional management as a way to accomplish investment objectives while freeing up valuable personal time and understand that the success of their retirement is too important to manage on their own.
They know that we will do our best, put them first and keep a watchful eye on their investments and best interests. They expect us to focus on managing their investments, staying tech proficient, and communicating with them frequently.
If either of these descriptions sound like you, we would love to schedule a 15 minute call.
While we would love to help everyone, we have very intentionally limited the number of clients we serve in each category so that every client gets the personalized attention they need and deserve.
If you feel you are not a fit for either of the criteria listed above, we suggest that you visit letsmakeaplan.com to find a Certified Financial Planner near you.