At Krebs Financial Management, LLC we believe it is critical to utilize 13 Wealth Management strategies as a roadmap for assessing your individual needs to personalize an integrated personal financial plan over the long term. Not everyone will need a plan for every strategy.
1. Investment Planning
2. Risk Management and Insurance Planning
3. Banking and Credit Management
4. Retirement Planning
5. Executive Compensation
6. Business Succession Planning
7. Planning for Incapacity
8. Education Planning
9. Charitable Giving
10. Titling and Beneficiary Designations
11. Executor and Trustee Selection
12. Distribution of Estate
13. Tax Planning
At Krebs Financial, we want to ensure that your investments correlate to your values. ESG Investing stands for Economic, Social, and Corporate Governance. By considering and measuring the sustainability and societal impact of the companies you invest in, you can be confident that your investments are rooted in an ethical framework.
"At the beginning of 2020, BlackRock laid a series of steps to make sustainability a key component of our investment approach, driven by the understanding that sustainability issues are essential to long-term investment performance."
"We believe an increased focus on ESG plays to our strengths as an organization that has always emphasized responsible stewardship of the money that investors entrust to us. We believe that integrating ESG will lead to better outcomes for clients and our organization.
Our investment analysts and 14 dedicated ESG specialists invested more than 4,000 hours in building our proprietary investment frameworks. "
-Capital Group, American Funds