| Professional Portfolio Management | Insurance for business owners |
| Independent full brokerage for insurance | Tax Reduction |
| Estate planning strategies. | Accumulation Planning |
| Long-term care strategies. | Portfolio Analysis |
| Inheritance planning. | Money management |
| Retirement Planning | Simple IRA |
| IRA & Roth IRA | Education IRA |
| 401k Rollovers specialist | Survivor Needs |
This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. The information on this site is not intended to constitute an offer to sell or solicitation in connection with a product, security, nor is it giving legal and accounting advice.
Securities offered through Sigma Financial Corporation, member FINRA / SIPC
Investment Advisory Services offered through Sigma Planning Corporation, a registered investment advisor.
Always consult an attorney and an accountant before making decisions in your personal situation.
Daniel Krug & Associates Inc., 8040 Ortonville Rd. Suite D, Clarkston MI 48348 Phone (248) 625-2788 - Toll Free (800) 471-9080 - Fax (248) 625-7432
About our approach |
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Built on a long-standing history, our experience with a dynamic market and the personal relationship with our clients we have refined our services to provide you with what we feel is the best approach: |
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Our Process |
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Free initial meeting:
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This "get to know each other" meeting allows the client to express what they are most concerned about. This sets the stage and defines what the objectives are. |
Second meeting: |
We will map out what the client's objectives are and what observations were made during the first meeting. We discuss what recommendations we may have and options available to satisfy the client's needs. |
Implementation meeting: |
By this meeting, "where it hurts and what medicine is needed" is clear. We prioritize what is most important to get accomplished first to last. Our staff will get involved to make sure all that needs to be done is implemented with care. |
Review and monitor: |
On an as needed basis, with a minimum of an annual review, we can discuss what changes are necessary to stay on track. Changes are often prompted by changes in the law, family situations, health concerns or a change in economic conditions. |
| We never under-estimate the importance of planning ahead. We plan for the worst and hope for the best. This way our clients have all of their bases covered. | |
You work hard to build a secure retirement for yourself -- don't let unexpected costs and market turns take away your retirement nest egg.
"We show you how to make sure the money is there when you need it.”
We have an awesome responsibility to our clients. Many depend on our judgment and advice for a comfortable and safe retirement. Daniel Krug & Associates stay informed and current on any changes in the industry.
We try not to be good at everything, but great at what we do! We focus on financial services and estate planning strategies for seniors over 50 years old.
There are many doctors out there to choose from when you need medical advice. The same holds true for financial professionals, taking the right advice at the right time makes all the difference. Call us to help you choose the best Financial and Estate Planning prescription available for you at 1.800.471.9080.
