Karen Kroeger started our company in 1982, then called Karen’s Tax Service. What began as an in-home tax preparation office grew over the years into Kroeger Financial Partners, now a tax and financial planning business that has served many hundreds of clients.

We structure our business around the ideals we value most. Our Mission is to guide clients in making choices that will allow them to live the lives they want. We love our work, and enjoy our client relationships and our role in helping others achieve financial goals. As individuals, we strive to find a balance between our work and other activities that make us feel fulfilled.

In our capacity as your financial adviser, our goal is to get to know you as an individual, and to make investment recommendations based on your personal goals and interests.

This question drives our financial planning process. Many people think the job of an investment adviser is to help clients accumulate wealth, but we don’t believe sitting on a pile of money is the best way to live a life. We view wealth as a utility for living the life you want now and in the future- whether this means travel, retiring early, buying a dream home in a dream location, financing college for your children, providing financial security for loved ones, making charitable donations to organizations you believe in, or any combination of these.

We will help you identify your goals, prioritize them, and then work with you to develop the roadmap that will help you strike a balance between investing in your future, and enjoying the life you have right now as well.

Your goals and circumstances are always changing, and it can be hard to decide which goals to pursue. If you’re unsure, it may be because you don’t know whether they’re possible. That’s where we come in: we help you see what’s realistic, so you can enjoy today with confidence about tomorrow.

Because tax preparation is included in your fee*, your investments and your taxes are handled under one roof. You won’t be passing messages from your investment advisor to your tax preparer and back again just to get a yes or no on a trade. Worse yet, you won’t have trades made without anyone thinking about the tax bill. We stay current on tax, estate and Social Security rules, so your decisions are made with the whole picture in view.

*Personal tax return preparation is included in the advisory fee for asset management clients whose Investment Advisory Agreement provides for it.