Kramer Investment Service

Our Mission: Empowering Financial Success

Kramer Investment Services, LLC is a comprehensive wealth management firm based in Lake Geneva, Wisconsin. We partner with clients to create personalized financial plans that align with their unique goals, dreams, and aspirations. We take pride in providing exceptional guidance and support throughout the process, empowering you to make informed financial decisions for your future.

What Sets Us Apart

Our team of experienced professionals combines financial expertise with a genuine understanding of your personal circumstances. We prioritize open communication, transparency, and collaboration to foster strong, long-term relationships with our clients. We tailor our strategies to your individual needs, considering your financial goals, risk tolerance, and specific circumstances.

Income Planning

• Develop customized plans to maximize retirement savings and income sources
• Minimize taxes through strategic planning and diversification
• Optimize estate plans for efficient wealth transfer

Legacy Planning

• Create a detailed plan to protect your wealth and assets
• Designate beneficiaries and power of attorney
• Develop estate documents like wills and trusts

New Generation Retirement Planning

• Educate young adults on establishing healthy financial habits
• Develop strategies for maximizing retirement plans like 401ks and IRAs
• Explore alternative investments beyond traditional plans

Retirement Planning

• Comprehensive analysis of your current retirement portfolio
• Development of a personalized investment plan
• Regular reviews and adjustments to ensure you stay on track

Tax Strategies

• Identify tax-advantaged opportunities to reduce your tax burden
• Optimize your investments for tax efficiency
• Develop strategies to minimize capital gains taxes

Our Approach

We believe in a personalized approach to wealth management, focusing on:

• Open communication: We actively listen to your concerns and goals to understand your unique needs.
• Transparency: We provide clear and concise explanations of your plan and its potential outcomes.
• Collaboration: We work in partnership with you to achieve your financial goals.

Our Team

Our team of experienced professionals brings diverse expertise in finance, investing, and estate planning to our clients. We are committed to providing exceptional client service and achieving successful outcomes.

Contact Us Today

We invite you to contact us to schedule a complimentary consultation and discuss your financial goals in more detail. We look forward to partnering with you on your journey to financial success.