Krause Capital, Inc. is a nationally recognized financial planning and investment management firm dedicated to guiding individuals, families, businesses, and institutions towards financial success. Founded on the belief that financial planning is a journey, not a destination, we partner with clients to create customized plans that align with their unique goals and aspirations.
Our Approach to Financial Planning
We employ a collaborative and holistic approach to financial planning that considers every facet of your financial life. Our process begins with a thorough analysis of your financial situation, including your financial planning needs, risk tolerance, and financial goals. Together, we will develop a personalized plan that addresses your specific circumstances and aspirations.
Individual Clients
- Financial Planning: Develop a comprehensive financial plan encompassing investing, retirement planning, estate planning, and taxation.
- Investment Advisory: Customized investment management strategies tailored to your risk tolerance and financial goals.
- Insurance & Estate Planning: Review and optimize your existing insurance coverage and estate documents to ensure they align with your needs.
Business & Institution Clients
- Workplace Financial Wellness Programs: Educate your employees about financial planning and wellness, and provide guidance to senior management on administering retirement plans.
- Endowment & Public Pension Consulting: Comprehensive consulting and investment management services for endowments, foundations, and other non-profit organizations.
- Non Profit & Trustee Investment Advisory: Fiduciary services and investment management solutions for institutional clients.
Our Commitment
At Krause Capital, Inc., we are driven by a passion to empower our clients to achieve financial security and success. We are committed to:
- Providing personalized attention and guidance: We take the time to understand your individual needs and goals, and work collaboratively with you to develop and implement solutions.
- Utilizing sophisticated technology: We leverage advanced financial planning software and analytical tools to optimize your financial outcomes.
- Building lasting relationships: We value open communication and transparency, and are dedicated to providing ongoing support and guidance throughout your financial journey.
Professionalism and Expertise
Krause Capital has been praised for its professionalism, expertise, and commitment to excellence. The team is described as proactive, proactive, and knowledgeable, offering personalized service and attention to detail. Clients appreciate the team's willingness to listen, educate, and coach them throughout the financial planning process.
Personal Touch
The team at Krause Capital is known for their personal touch, making clients feel comfortable and secure in their financial decisions. The ability to establish a strong relationship with clients, built on trust and understanding, is a hallmark of the firm.
Investment Advice
Investment advice from Krause Capital is characterized as sound, knowledgeable, and effective. Clients appreciate the team's ability to explain complex financial concepts in plain English, ensuring there is no confusion when preparing for their financial future.
Commitment to Client Needs
Krause Capital is committed to meeting the unique financial needs of each client. The team takes the time to understand individual circumstances, offering tailored solutions and guidance. Clients appreciate the firm's willingness to go the extra mile, often exceeding expectations in terms of service and results.
