45 Eisenhower Drive,
Estate, Investment and Retirement Planning Specialists
Helping people throughout Northern New Jersey reach their retirement goals
When Markets React
Inflation and Your Portfolio
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Krim Associates specializes in providing assistance with the financial challenges encountered by professionals, executives, successful business owners and retirees.
Many people we work with had been frustrated by their inability to find professionals who could provide comprehensive planning services which could help minimize estate taxes. Other people had experienced poor investment performance due to the lack of comprehensive portfolio management. The subpar investment performance often times had been compounded by working with multiple advisors in their respective silos. Others had felt dissatisfaction about being sold investment products that carried excessive fees and in many cases were not consistent with the clients’ broader financial objectives.
Our clients engage us because we often bring creative ideas to the table during the financial planning process by taking advantage of our in-house expertise in estate taxes/planning, asset management, insurance and succession planning. Additionally, we have experienced many past turbulent market environments which help us advise our clients in making intelligent strategic decisions that are consistent with their long-term objectives.
Clients benefit from our approach because it includes a dynamic planning process which enables us to make recommendations based on our clients’ entire financial picture in order to efficiently meet their ultimate objectives. Additionally, we frequently coordinate with other advisors such as accountants and attorneys, enabling us to act as our clients quarterback in order to move the process forward more quickly.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet