how we can work together

RETIREMENT PLANNING

 
We will create a retirement plan designed for your future. There are so many facets to retirement planning.

  • Will you be financially ok in retirement?
  • Will you run out of money?
  • Will you have to sacrifice your lifestyle in retirement?
  • How much money do you need to save each year to make sure you will be ok down the road?
  • Will you be able to retire on your terms?
  • What about Social Security?
  • Can you spend money today, and still know that you are on track for your retirement?

It’s not the end of the world. You just need clarity, a plan, and someone to advise you on what you need to do. Wouldn’t that feel good? Just breathe. 😊

Together, we can build out specific action steps that can help you work towards your retirement goals. You totally got this! We will be with you every step of the way!

let's talk

FINANCIAL LIFE PLANNING

 
It’s not just about return on investment.  It’s about Return on Life.

It’s about using your values to identify what’s important to you – and making financial decisions to get more of what you want.

What do you really want for your life?  What kind of things and experiences do you want?  In 1 week? 5 years? 15 years? 30 years?

  • More vacations with your family?
  • Guitar lessons?
  • Starting a new business?
  • Setting aside money for college and retirement?  
  • Buying a house?
  • Paying off your mortgage?
  • Donating to a charity that means something to you?

Let’s create a financial plan to work towards that.

let's talk

INVESTMENT MANAGEMENT

 
Let’s create a customized portfolio for you – from scratch. A portfolio that we will build for you based on your goals, objectives, and risk tolerance.

One of the most important things about investing is the term compounding of interest. It’s when your portfolio grows over time – because your money is working for you.

Can I guarantee this? No. But I can create a system for you – my style of managing money – with the goal of compounding your money over time.

I have used this investment management system for my clients for over 20 years. I love it. It’s simple to understand. It’s the engine with the goal of driving you towards what you want for your financial life.

let's talk

CFO FOR YOUR BUSINESS

 
Your business money. Sales. Cash flow. Profits. It’s one of the primary drivers of your net worth.

Let’s dig into the numbers. Lets be strategic with your business money.

We will create strategies for :
 

  • Tracking key performance indicators
  • How to work with your bookkeeper
  • Pricing strategies
  • Making smart investments in your business
  • Designing a marketing campaign while being mindful of your business money
let's talk

terms of use

privacy policy

earning disclaimer

Disclosure: Krane Financial Solutions (KFS) is an SEC-registered investment adviser; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. KFS will only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has filed notice or is otherwise excluded or exempted from registration requirements. Communications with prospective clients residing in states or international jurisdictions where we are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

The contents of this website is being provided for informational purposes only and nothing contained herein should be considered investment advice or a recommendation to buy or sell any securities. Some of the information in this website has been provided by unaffiliated third parties and while we believe such information is accurate and complete, we do not make any guarantees.

Investments in securities is not suitable for everyone due to associated risks, which can include the total loss of principal invested. Also, it is important to understand that past performance does not guarantee future returns.

Please refer to additional important disclosures by clicking "Terms of Use" above.

Information about KFS, including the services we provide and fees charged, are in our Form ADV Part 2A, which can be obtained by going to www.adviserinfo.sec.gov.

3 Things Multi Millionaires Do to Grow Their Wealth

3 Simple Things You Can Do Right Now to Work Towards Growing Your Wealth

You have Successfully Subscribed!