A STRATEGY FOR YOUR MONEY

High performing businesses utilize a CFO to implement a strategy to efficiently and effectively use income, savings, and other financial tools to reach their goals. A strategy may be what you are missing in your financial life. Many people put money away through saving and investing, but they don’t look down the road to see how they’ll spend it or if there is a more effective way of accumulating it. They are putting money away in different accounts with little idea of how it comes together when it becomes time to rely on those dollars.

That’s where David Kreiter and his team can help. Think of him as your personal CFO. Someone who can help you make strategic decisions based on how you want to live in retirement and perform an analysis of your current financial standing. 

David Kreiter, CLU®, ChFC®

Wealth Management Advisor

What’s in the Final Senate Tax Bill, And What Could Still Change?

See the differences between the Senate tax plan and the bill that passed the House. Read more.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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