As an independently owned and operated business, our allegiance is solely to you. We are not owned by or affiliated with any other entity, so our advice and creativity is unconstrained. We live and breathe retirement income planning, so educating you on the best way to manage this stage of life is of the utmost importance.
We help people make important decisions in the face of irreducible uncertainty. Now more than ever people are tired of financial advisors who are not 100% focused on their goals. KCM has a fiduciary responsibility to always place our client's interests ahead of our own. Our personalized advice is not limited to investing.
We help people make important decisions in the face of irreducible uncertainty. Now more than ever people are tired of financial advisors who are not 100% focused on their goals. KCM has a fiduciary responsibility to always place our client's interests ahead of our own. Our personalized advice is not limited to investing.
Services
Kraus Capital Management is an independent, retirement-specific firm based in San Antonio, Texas. We are dedicated to helping people retire more successfully. We believe that "retiree" planning is an area of specialty and requires specific attention to complex, interrelated issues. In response to these challenges, we have developed a customized, proprietary approach to quickly provide answers on where you stand and what's possible.
It's about protecting your family and your assets. With so many available plans and programs, it can be difficult to determine an appropriate strategy. We can help you evaluate options; from annuities and asset protection, to life, disability and long-term care insurance. Many individuals, couples, and families don't just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs.
We begin the discussion using a model driven portfolio strategy to illustrate what goes into a diversified portfolio and to help set expectations. Investment choices in the models allow for vast degrees of customization enabling us to tailor a portfolio that complements your other planning concerns, be it taxes or liquidity needs.
If the state of your retirement plan is stressing you out, you're far from alone. In our opinion, most retirement income strategies are all wrong and do not address retirees' most significant concerns, such as making the money last, taxes, estate planning, or even the best time to draw social security.
A 20-Minute phone call will give us both a chance to make sure your situation matches our expertise. The next step is meeting with our team over the phone or virtually. During this meeting, our team will deep dive into your situation to help us establish what is most important to you. With your assessment complete, we will have another meeting to review our findings and recommendations.
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