Financial planning tailored to you
Planning for the future now instead of later can do more than just save you headaches and hassles – it can also save you money.
We work closely with our affiliate Kraft Asset Management (KAM) to provide comprehensive personal financial planning to help you achieve optimal success, whether through tax-favorable investing, managing portfolios, or maximizing Social Security benefits.
Let’s work together to manage your money wisely and watch it grow.
Service when you need it
We provide support on your schedule, so our level of involvement is up to you. These are a few of the ways we can help, either on a short-term or long-term basis:
- Investment management
- Retirement planning
- Social Security consulting
- Estate and gift planning
- Personal financial planning
The Kraft Difference
People you trust
Anchored by local roots and respected in the industry, we’re proud of our people-first culture, which has set us apart for over six decades.
Industry expertise
Our team is led by experts with up-to-the-minute insight in their field. We’re accessible and ready to help when you need us most.
Independent thinkers
As one of our industry’s most established independent firms, we think critically and move quickly. Clients get answers fast and see tailored solutions.
Bandwidth for diversity
As a growing firm in a thriving region, we evolve to meet the needs of our diverse clientele, particularly those in the competitive middle market.
We’ve worked with Kraft for several years. They’re patient and flexible but still push to get everything done on time. It’s been easy to work with them.
Phillip Harris
Controller, International Board of Jewish Missions Inc.
