430 W Warner Road,
At Krueger Financial Services, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address: Investing principles and strategies, Retirement investing and distribution strategies, Estate conservation issues, Risk management analysis and more. We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Kim joined Krueger Financial Services, Inc. in 2010. She started working in the financial services industry in 1998. She oversees the firm and collaborates in investment portfolio management. She received her Bachelors degree from Arizona State University. Kim is a CERTIFIED FINANCIAL PLANNERTM. Her professional registrations include FINRA 4, 7, 24, 53, 63 and 66 which are held with SagePoint Financial, Inc. as well as holding State Life and Health Insurance License.
Kim is a financial advisor at Krueger Financial Services, Inc. Her experience with retirement planning, portfolio construction and wealth management adds value to the Krueger Financial Services, Inc. team approach in developing sophisticated financial planning strategies. She has extensive experience advising individuals, families, and corporations alike. She focuses on breaking down complex issues and developing a concise approach to address the concern. Kim believes no client is too big or too small. She enjoys delivering sophisticated financial strategies and helping her clients with the advice she provides.
Tim has been a strategic member of the Krueger Financial Services, Inc. team since 1991. He graduated from Arizona State University, Summa Cum Laude. Tim is a CERTIFIED FINANCIAL PLANNERTM certificant. His professional registrations include FINRA 6, 7, 24, 63, 65 and 66, which are held with SagePoint Financial, Inc. as well as holding his Life Insurance License.
Tim is a SagePoint Investment Advisor Representative and a financial advisor at Krueger Financial Services. His experience in asset management, tax planning, portfolio creation and analysis help our clients develop specific strategies for wealth accumulation. Tim has developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance ideas and use those concepts to pursue their financial objectives. Tim is motivated by being part of helping make meaningful changes in people's lives.
Eric joined Krueger Financial Services, Inc. in 2010. His professional registrations include FINRA Series 7 and 63 which are held with SagePoint Financial, as well as holding his State Life and Health License. Eric is a CERTIFIED FINANCIAL PLANNERTM. He received his Bachelors degree from Arizona State University.
Eric's ability to channel his attention to detail and analytic nature into the financial services industry have made him a valuable addition to the Krueger Financial team. Eric assists in investment recommendation implementation, case management and client meetings.
Client Service Representative