Broker Check
Krebs Financial Management

 
4809 N. Ravenswood Avenue 
Suite 417 
Chicago, Illinois 60640

(773) 531-7954
liz@krebsfinancial.net
 

Our Services Overview

Krebs Financial Management is personally invested in helping each client reach their financial goals. Whether your needs include a specific investment recommendation or a more detailed financial plan, our top priority is creating a custom solution for your financial needs. Throughout your financial journey, we are available each step of the way to help you transition through life stages.

FINANCIAL PLANNING

We administer a disciplined financial planning approach to help you develop a specialized financial plan. During our initial meeting, we discuss our financial planning approach and each of our roles. This meeting also includes uncovering your short and long-term goals. Establishment of your goals allows us to gather data for your plan, analyze your needs, develop your plan and implement the recommendations. Finally, we continually monitor your progress. This on-going process adapts as your planning needs change. Our process incorporates the following services:

  • Tax Integration Discussion
  • Charitable Giving Review
  • Cash Flow Review
  • Education Goals

INVESTMENT MANAGEMENT

We believe in a disciplined and diversified approach to investment management. This includes a close coordination between your investment needs and your personal risk tolerance. Our investment management includes the following services: • Ongoing portfolio management and asset allocation review

  • Risk Tolerance Analysis
  • Tax & Cost Basis Reporting
  • Utilization of institutional money management
  • Retirement Income Strategies

INSURANCE PLANNING

Protection planning provides safeguards for life’s expected and unexpected events. We provide access to the following insurance coverage to ensure you are not unnecessarily exposed:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care
  • Health Insurance

TAX INTEGRATION

The goal of tax integration is to work with your tax professional to minimize your taxes. We can assist with this in various ways including:

  • Tax Gain/Loss Summary
  • Accept input from your CPA and attorneys as tax developments occur
  • Forward year-end tax planning information to your CPA
  • Conduct phone calls with your CPA to review tax issues

ESTATE PLANNING

The goal of estate planning is to anticipate and prepare for the allocation of your estate. We offer the following services to assist with this: 

  • Estate Plan Review and coordination with other professionals
  • Beneficiary Designation Alignment                         

COORDINATION WITH OTHER PROFESSIONALS

We are available to actively collaborate with other trusted advisors. These advisors may be important members of your financial circle. By utilizing a coordinated approach, we can develop strategies designed to reach your goals. Advisors we work with include: 

  • Attorneys
  • CPAs
  • Realtors
  • Mortgage Broker          

ONLINE SERVICES

Krebs Financial Management offers clients web-based financial planning and account access. It allows us the opportunity to view all of your investment account information through a secure web address.