Welcome to Kriegstein Financial Group, LLC.
Where Planning is a Process, not a Product.
At Kriegstein Financial Group, LLC. , we believe in service beyond expectation, achieved through a constant desire to anticipate and fulfill the evolving needs of our clients in all areas of Wealth Management. Our experience and expertise with Wealth Management adds value at each step in the process. We are dedicated to pushing the limits of excellence, to stand at the forefront of providing the most comprehensive Wealth Management services available.
Our practice is built upon a comprehensive approach to Wealth Management, focusing on 10 Key Wealth Management Issues that our clients are likely to face at some point in their lives.
Because no two clients are the same, we are committed to individually knowing our clients well enough that we can help them anticipate when each Wealth Management Issue will become a priority. This process also allows us to proactively provide our clients with ideas, suggestions and alternatives that need to be considered for each issue.
Neil's affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM () provides us with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When you’re married and have children, insurance needs will be different.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What if instead of buying that vacation home, you invested the money?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A special needs trust helps care for a special needs child when you’re gone.