Krim Associates

Krim Associates, located at 45 Eisenhower Drive, Suite 550, Paramus, NJ 07652, is a trusted firm dedicated to helping professionals, executives, business owners, and retirees overcome financial challenges and achieve their retirement goals. Our team of experienced advisors is committed to providing comprehensive planning services that minimize estate taxes and maximize investment returns.

Many of our clients have expressed frustration in the past with finding professionals who could offer truly comprehensive planning services. Others have experienced poor investment performance due to a lack of comprehensive portfolio management, often made worse by working with multiple advisors in isolated silos. Still, others have been dissatisfied with being sold investment products with excessive fees that did not align with their broader financial objectives.

At Krim Associates, we pride ourselves on our ability to bring creative ideas to the table during the financial planning process, thanks to our in-house expertise in estate taxes and planning, asset management, insurance, and succession planning. Our clients benefit from a dynamic planning process that allows us to make recommendations based on their complete financial picture, ensuring their ultimate objectives are met efficiently. We also frequently coordinate with other advisors, such as accountants and attorneys, acting as our clients' quarterback to move the process forward quickly.

Warren Buffet once said, "The investor of today does not profit from yesterday's growth." This statement underscores our belief in the importance of making intelligent strategic decisions based on current market conditions. Our team has extensive experience navigating past turbulent market environments, enabling us to guide our clients in making informed decisions that align with their long-term objectives.

Services Offered

At Krim Associates, we specialize in the following services:

*Estate Planning*: Our team helps clients minimize estate taxes through comprehensive planning services. We understand the complexities of estate tax laws and regulations and work diligently to ensure our clients' assets are protected and transferred efficiently to their beneficiaries.

*Investment Management*: We provide tailored investment management services designed to maximize investment returns. Our advisors work closely with clients to develop investment strategies that align with their risk tolerance, time horizon, and financial objectives. We offer ongoing portfolio management services, making adjustments as needed to ensure our clients' investments remain aligned with their goals.

*Retirement Planning*: Our advisors help clients create comprehensive retirement plans designed to meet their financial needs and objectives. We consider various factors, such as income sources, retirement expenses, and Social Security benefits, to develop a retirement plan that aligns with our clients' vision for their golden years.

*Insurance Planning*: We offer insurance planning services to help clients protect their assets and provide for their loved ones in the event of an untimely death or disability. Our advisors work with clients to identify their insurance needs and recommend appropriate products and policies.

*Tax Planning*: Our team helps clients develop tax-efficient strategies designed to minimize their tax liability and maximize their after-tax returns. We consider various factors, such as income sources, deductions, and credits, to develop a tax plan that aligns with our clients' financial objectives.

At Krim Associates, we are dedicated to providing our clients with the highest level of service and expertise. We believe in building long-lasting relationships with our clients, working closely with them to understand their unique needs and objectives. If you are looking for a trusted partner to help you navigate the financial challenges of retirement, we invite you to speak with one of our advisors today.