Services
Tools To Lead You To Wealth Building Goals
Tools To Lead You To Wealth Building Goals
The Allen-Kramp Wealth Management team combines decades of experience and expertise with proven financial tools to formulate customized wealth-centric plans for each family we serve. Whether your need is for a comprehensive retirement-focused strategy or a strategic plan to pass on what you’ve earned to future generations, we offer the services and expertise to help you protect and grow your wealth.
Tax Strategies
- Review of your tax return for possible tax saving strategies
- Incorporate new tax law changes as needed
- Consult jointly with your tax preparer, upon request
- Educate regarding tax efficiency
Investment Planning
- Review your investments and design a personalized portfolio
- Continual monitoring of your investments
- Periodic reviews to update your finanical goals and reallocate your portfolio, as needed
- Independent fiduciary advice and guidance on advisory accounts
- Recommendation on outside assets, such as 401(k)s
Charitable Strategies
- Discuss charitable giving in such a way that your heirs and the foundations you give to both have the opportunity to flourish.
Insurance Oversight
- Review all current insurance policies
- Assist in verifying medical coverage
- Evaluate Medicare Supplement, Long Term Care, Disability and Life Insurance needs
- Provide customized insurance solutions
Estate & Family Wealth
- Review your current estate plan
- Participate in join meetings with your attorney, upon request
- Assist in transferring assets to your Living Trust or other trusts
- Provide guidance upon the death of a loved one
- Business exit strategy planning
Retirement Income Planning
- Review all current insurance policies
- Assist in verifying medical coverage
- Evaluate Medicare Supplement, Long Term Care, Disability and Life Insurance needs
- Provide customized insurance solutions
Our Team
Our team of professionals combine decades of experience and expertise to formulate an understanding of your situation to help you reach your goals.
Contact Us
Think we'd be a good fit? We'd love to meet you to learn about your financial goals and desires. We're located in the heart of downtown Findlay. Reach out if you'd like to know more.
About Us
As an independent firm, we prioritize avid listening to ensure that your goals and wealth can be easily preserved, upheld and enjoyed now and in the future.
Photos courtesy of Visit Findlay! & Pahl Photography, LLC.