Get general guidance on life events such as divorce, sudden windfall, home sale or purchase, tax planning, retirement, inheritance, etc. This is a limited scope of service and does not take into account your full financial picture, nor does it constitute a Financial Plan. Typically your specific questions can be answered in 1-2 appointments.
* Please note that some questions or scenarios may be out of the scope of this service. In order to provide personalized, suitable investment advice, Kroeger Financial would need to collect and analyze specific data sets, which is part of our Asset Management service. One of our advisors will schedule a phone call with you prior to an appointment to determine the scope of your consultation.