About Our Firm

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.

Our 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.

 

What do We Value?

 

Foundation in Jesus Christ – Our example of behavior and guide to decision making is the life and words of Jesus.

Wisdom and Understanding – We place special emphasis on seeking first to understand the circumstances of our clients before we make recommendations or render service.  We view the value of what we offer to them as knowledge and wisdom that will improve their financial condition and therefore their quality of life.

Stewardship – We are first of all stewards of relationships built on trust, expertise, confidentiality and integrity.  All of our activities will nurture and protect our most valuable asset – our relationships with our clients. 

Trust – We earn the trust of others through strength of character.  We are genuine, authentic and very competent.  We vigorously represent the interests of our clients above our own so they can be “careless” about our relationship, and focus on their own businesses and dreams.

Personal and Professional Growth –We build better futures for our clients by doing the same for our own team members.   Continuous learning and developing new skills through continued education gives us greater competence and larger, richer professional experiences.   Our commitment to growth requires us to be proactive, constantly looking for ways to improve our services to clients and anticipating their needs. 

Joe B Kreger, MBA, CFP®
Wealth Management Advisor


Kreger Financial

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck