Joe B Kreger, MBA, CFP®
Wealth Management Advisor


Kreger Financial

Our Mission


We completely understand the circumstances and goals of those who care deeply about their families and professional future so, through our mutual stewardship, they are at peace with 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
 
 
 

 

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