There's a lot of confusion around the new Tax Cuts and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years. Krim Associates specializes in providing assistance with the financial challenges encountered by professionals, executives, successful business owners and retirees.
Many people we work with had been frustrated by their inability to find professionals who could provide comprehensive planning services which could help minimize estate taxes. Other people had experienced poor investment performance due to the lack of comprehensive portfolio management. The subpar investment performance often times had been compounded by working with multiple advisors in their respective silos.
Many people we work with had been frustrated by their inability to find professionals who could provide comprehensive planning services which could help minimize estate taxes. Other people had experienced poor investment performance due to the lack of comprehensive portfolio management. The subpar investment performance often times had been compounded by working with multiple advisors in their respective silos.
Services
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address each clients' situation. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to financial planning.
At Krim Associates we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Minimizing the impact of taxes so your family, your company and your employees are not at risk. Our wealth management services are designed to address your unique financial needs. In addition to our comprehensive planning process, we offer a broadly diversified portfolio of high quality investment and insurance products to help assure you that every aspect of your wealth picture is understood and considered as part of your overall financial plan.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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