Our Comprehensive Planning Services tab explains our three-tiered approach of Investment, Tax, and Legacy Planning. We specialize in Comprehensive Financial Planning, Retirement Services, and Consulting Services for Women-Owned Businesses. Here at Kruger Consulting, we provide clear, easily understood explanations of financial products and retirement services.
Our personalized programs can provide you with a roadmap to working towards the financial future you desire. We are dedicated to developing lasting relationships with our clients. We believe in helping you assess your financial goals, participate in the management of your finances, and help keep you on track by consistent account reviews. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
Here's an update about our services at this time for current and new clients! We are taking appointments and you can choose how you would like to meet, for your convenience.
Our personalized programs can provide you with a roadmap to working towards the financial future you desire. We are dedicated to developing lasting relationships with our clients. We believe in helping you assess your financial goals, participate in the management of your finances, and help keep you on track by consistent account reviews. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
Here's an update about our services at this time for current and new clients! We are taking appointments and you can choose how you would like to meet, for your convenience.
Services
Pam is a veteran of the insurance business since 1989 and investment business since 1995.
She is a Registered Representative in the states of Ohio, Florida and Arizona for J.W. Cole Financial, Inc. member FINRA/SIPC located in Tampa, FL.
She currently holds a Series 6, 63, and 65 Securities Registration along with Life, Health, Variable Annuity and Property/Casualty state licenses.
Pam is also an Investment Advisor Representative with Cornerstone Asset Management Services, Inc., and J.W. Cole Financial Advisors to provide fee-based money management services to her clients.
She is a Registered Representative in the states of Ohio, Florida and Arizona for J.W. Cole Financial, Inc. member FINRA/SIPC located in Tampa, FL.
She currently holds a Series 6, 63, and 65 Securities Registration along with Life, Health, Variable Annuity and Property/Casualty state licenses.
Pam is also an Investment Advisor Representative with Cornerstone Asset Management Services, Inc., and J.W. Cole Financial Advisors to provide fee-based money management services to her clients.
You've worked hard to build your wealth through diligent saving, but you find it difficult to keep up with all of life's demands.
As you continue building, it's important to work with a trusted advisor who can provide a more complete approach involving education, management and objectivity to keep you on track.
By working together, we can help you with an array of wealth planning resources to help you better understand and manage all areas of your financial life, while helping you grow and protect your wealth.
As you continue building, it's important to work with a trusted advisor who can provide a more complete approach involving education, management and objectivity to keep you on track.
By working together, we can help you with an array of wealth planning resources to help you better understand and manage all areas of your financial life, while helping you grow and protect your wealth.
At Kruger Consulting, we know that you want to be an educated investor and feel in control of your finances.
In order to do that, you need a guide to inform and educate you on your best options that fit your individual financial needs.
The problem is, you don't have the time to research all these options, and today's society encourages us to spend money, not save it.
This leaves you feeling stressed and uncertain about your future.
You deserve to feel secure and confident in your retirement years.
In order to do that, you need a guide to inform and educate you on your best options that fit your individual financial needs.
The problem is, you don't have the time to research all these options, and today's society encourages us to spend money, not save it.
This leaves you feeling stressed and uncertain about your future.
You deserve to feel secure and confident in your retirement years.
As the elderly population grows and young adults are struggling financially, many individuals are finding themselves "sandwiched" between aging parents and their adult children.
This position of caring for both their children and parents simultaneously creates both an emotional and financial hardship.
This rising demographic already accounts for about 47 percent of adults in their 40s and 50s.
With so much stress, this "sandwich" generation can experience caregiver burnout, issues finding time to be an attentive spouse/parent, trouble managing work, hobbies and anxiety as their pulled in multiple directions every day.
This position of caring for both their children and parents simultaneously creates both an emotional and financial hardship.
This rising demographic already accounts for about 47 percent of adults in their 40s and 50s.
With so much stress, this "sandwich" generation can experience caregiver burnout, issues finding time to be an attentive spouse/parent, trouble managing work, hobbies and anxiety as their pulled in multiple directions every day.
Do you have a burning desire to open your own business but confused about where to begin?
Have you opened your own business recently but don't know what step to take next to grow?
Or maybe you've been in business for a few years and want to begin offering employee benefits?
I am a self-made business owner in the financial industry for over 25 years.
Though I've taken a lot of industry training to learn the sales process, no one taught me how to run a business, hire employees, handle the finances and track my growth.
Have you opened your own business recently but don't know what step to take next to grow?
Or maybe you've been in business for a few years and want to begin offering employee benefits?
I am a self-made business owner in the financial industry for over 25 years.
Though I've taken a lot of industry training to learn the sales process, no one taught me how to run a business, hire employees, handle the finances and track my growth.
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