Traditional advisory services focus on positioning you in a portfolio with the highest risk you can tolerate...
Not The Way We Operate!
Traditional services monitor performance, which does not tell you what the performance means in terms of achieving your goals. We monitor what happened & whether it has any impact on achieving your goals.
This can provide financial comfort and identify both problems and opportunities, before they have a major impact on your lifestyle. Contact us today for a free no-obligation goal assessment.
When you entrust your success to Krasney Financial, you can count on an individual and unbiased solution to meet your financial goals.
The product that we deliver is essentially a flexible roadmap illustrating, in percentage terms, the likelihood of your strategy achieving success.
Krasney Financial utilizes an easy process that puts everything together
Investment Process
Financial Oversight and Monitoring are included in our management fees, and are implemented as follow:
- Personalize: First we get to know you, in terms of your personal specifics; i.e. age, family status, financial base, etc.
- Test: Second we take that data and work toward a solution 80% or greater likely to fulfil your financial objectives at a minimum, or more
- Invest/report: Third, consensus between client and firm leads us to implement the investment strategy designed to bring you to “financial success”
- Rebalance: Fourth, as market dynamics have shifted the relative proportion of assets in the portfolio, we as tax efficiently as possible, rebalance the portfolio to remain proportionately balanced.
- Revisit: Lastly, with clients of 500K or more, we check portfolio values against YOUR portfolio objectives to affirm that values and objectives are likely, or not, and if not, what modification might be called for to achieve financial objectives.