8040 Ortonville Road,
What Matters Most
To us, finding out what matters most to you is best done by digging deep. We use our total client profile process to get to the heart of the matter; you may be surprised to find out what matters most to you!
Anticipating Your Needs
No one has a crystal ball, but with our total client profile process, we can better anticipate your future needs in pursuit of your financial health and success.
We are not in this business to do just one thing for our clients and then part ways. Instead, we take care of you from a legacy standpoint, adapting plans and approaches to work through generations while creating lifelong relationships with you and your family.
Daniel Krug & Associates, Inc. is a comprehensive wealth management firm with a personalized touch. We want to be part of your family for generations.
We provide a full-service approach that combines financial, legal, and tax services, with a knowledgeable, caring staff who works as a team to help you achieve your financial goals.
We develop individual strategic plans and present them to you in an environment of education and coaching. We are by your side every step of the way.
Family stewardship means two things to us at Daniel Krug & Associates, Inc. Financial stewardship passes on what you own, but family stewardship passes on who you are. We believe family stewardship combines these concepts into who you are at the core and how you care for your family and others throughout your life and after you pass.
We are good at what we do, but we know that we can’t be everything to everyone. That is why we use our network of collaborators, which includes estate attorneys, business attorneys, tax attorneys, CPAs, risk managers, and insurance professionals, to provide you with comprehensive and complete financial care.