8040 Ortonville Road
Our mission is to focus on you, your needs, your family, and your goals. We seek to be a financial firm of integrity and excellence that serves clients for generations. With our guidance, our clients are well prepared for retirement and anything that life throws at them. We teach our clients the value of planning for their future and understand the need for a strategic and comprehensive approach. Our only focus is on you and what is best for you and your family.
At Daniel Krug & Associates, we offer a unique full-service approach, bringing together financial, legal, and tax services with a knowledgeable, caring staff. We work collaboratively to help our clients achieve their individual goals. Our philosophy emphasizes capital preservation first and capital growth next, under a broad umbrella that touches every area of your financial life.
Our primary focus is to help you create an individual strategy coordinated with each of your advisors. Your wealth manager is instrumental in bringing together the investment, tax, estate, and risk management components of your financial life. Each of these components is interrelated and interconnected. Your team will develop an individual strategic plan and present it to you in an educational and coaching-based environment.
Daniel Krug & Associates Client Advisory Team
Senior Wealth Manager
Daniel M. Krug is a Wealth Manager and Investment Advisor Representative at Daniel Krug & Associates. He has over 18 years experience in the financial industry and holds a degree in business administration. He was one of three...
Associate Wealth Manager
Client Account Coordinator
Kimberly Krug assists the wealth managers in setting up and administering client accounts. She keeps in contact with clients during the transfer and account set up period to ensure they stay informed throughout the process. Kim also...
Client Account Coordinator
Client Event Coordinator
A Para Planner is a relatively new position within our firm that involves the performance of the administrative duties of a Wealth Manager. This function was created to allow our Wealth Managers to focus on the relationship side by...
Our strategic partners are independent firms, each upholding their fiduciary standard for our clients, working hand in hand with Daniel Krug & Associates as part of your advisory team. Our clients have complete access to all team...
A Wealth of Tax and Investment Planning Expertise
You will benefit from having this combination of experienced tax strategies and investment planning in sync to meet your goals. You will save time by working with a team that helps ensure your financial future with an understanding of...
Brenda is a Certified Public Accountant that has over 31 years of experience in the accounting, tax, and financial services. She prepares partnership, corporation, individual, trust and estate tax returns. She is experienced in tax...
Neal J. Barnett, managing partner of Sills, Charboneau & Barnett, has worked with the clients of Daniel Krug & Associates since 1999. He brings his specialized knowledge of trust and estates, probate avoidance, probate, elder law and a...
Don L. Rosenberg is a shareholder of the law firm Barron, Rosenberg, Mayoras & Mayoras and has been practicing law for over 30 years. In 2001, he helped found three special divisions of the firm: The Center for Elder Law, The Center...
Tax Efficiency in Retirement
Self-Employed Retirement Plans
Risk Tolerance: What’s Your Style?