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

Email Joe B Kreger

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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 plans,  hopes 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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New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

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Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

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Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

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