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DK&A News
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Home
About us
Daniel Krug
Brenda Giegler
Neal Barnett
Kim Krug
FAQs
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Contact us
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1. Please tell us how we can work together

Your Preference:* Contact me to discuss my needs
Contact me to arrange a no-cost meeting
Provide information for upcoming seminars / events

2. Please provide us with the following information

Name (first, last)*
Address*
Address
City* State*
ZIP*
Contact Numbers* Preferred Ph. Ext
Alternative Ph. Ext
Email*

3. Please tell us how we can best contact you to discuss your needs and goals

Contact me by: Phone Email  
Best time to reach me: Weekdays Weeknights Weekends

4. Please tell us a little about your current financial needs and your current investments

My financial needs:

Long Term Care Solutions

Insurance Evaluation Wealth Transfers
Transitional Planning Estate Planning Portfolio Management
Tax Planning Easy 401(k) Rollovers Retiree Income Solutions
I currently own: Stocks Bonds Mutual Funds
CDs Annuities Insurance
Comments:

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