Joe B Kreger

Contact

Joe B Kreger, MBA, CFP®
Wealth Management Advisor

6301 Waterford Blvd
Suite 440

Oklahoma City, OK 73118-1148

Phone: 405-340-0852

Fax: 405-843-9749

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Our Mission


I work to understand the circumstances and goals of those who care deeply about their families and professional future (my clients!) so they can feel confident about their financial security.

 
 
My Process:
 
 I. Financial Discovery Interview- Leading to Clarity
  • An opportunity to discover, through enlightening questions and insightful dialogue, your planshopes and concerns about your family’s future.
 
 II. Strategic Planning- Creative Solutions Leading to Decisions
  •  An integrated, written plan, which illustrates the level of detail you desire your long term financial goals and resources.
  •  A clear picture of your resources and liabilities as well as the significant  concerns and  opportunities that exist for you.
  • You will gain clarity about your financial situation and identify a plan to help meet your stated goals.
 
 III. Agreement and Implementation- Leading to Results              
  • Recommendations of realistic strategies to help meet your stated goals.
  • Agreement and Implementation - service of the financial plan. 

 

 IV. Review and Enhancement- Management Leading to Confidence 
  • A long term, loyal relationship with a professional advisor of your  financial security plan.
 
 
Organizations I'm involved with:
· Crossings Community Church (www.crossingsokc.org)
· National Multiple Sclerosis Society (www.nmss.org)
· South Texas Children's Home (www.stch.org
 
 
 

 

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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