One-to-One Personal Service
Kevin Kruger has over 30 years of experience in the investment planning business. He has been counseling clients in the areas of retirement income planning, portfolio construction and management, wealth transfer/estate planning and life insurance planning.
Opting for independence instead of a more bureaucratic corporate structure has provided a high touch, client focused experience. Providing sound quality advice and creativity has been the hallmark of our success. Experience tells us it’s the advisor and team, NOT the size of the organization that investor’s value.