Krueger Financial Management Inc. has been providing financial planning and employee benefits services for over 30 years in Englewood, CO. They offer investment management, retirement planning, and business benefits planning.
Krueger Financial Management Inc. has been providing a new direction for businesses and individuals for over 30 years. As an independent firm, they have access to a wide array of financial products and services.
Their team includes Jon Krueger (President, CFS, LUTCF), Lisa Lowe (Administrative Assistant), Janelle Lind (Support Specialist), and Stacey Heaton (Registered Principal/Compliance). Securities offered through Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC.
Over 30 years of experience
Independent firm with access to wide array of financial products
Unique processes: The Compass Advantage for individuals, The Management Advantage for businesses
Never a cost for initial consultation
Broker dealer Cambridge Investment Research with $100B+ in assets under advisement
Services
Individual Financial Planning
Comprehensive financial planning using The Compass Advantage process - a thorough approach for young couples to formulate plans for the future.
The Compass Advantage processA'La Carte approach availableIncome protectionSurvivor planningLong term care planningSavings goalsRetirement planningEstate planning
Business Benefits Planning
The Management Advantage - a holistic approach for businesses wanting in-depth analysis of their entire company's insurance and benefits packages.
Life insurance, disability insurance, and other protection products available through independent advisory relationship.
Life insuranceDisability insurance
Credentials & Certifications
FINRA broker-dealer
Cambridge Investment Research, Inc. (Broker-Dealer, Member FINRA/SIPC)
CFS (Certified Fund Specialist)
LUTCF
Frequently Asked Questions
What services does Krueger Financial Management offer? +
They offer individual financial planning (The Compass Advantage), business benefits planning (The Management Advantage), investment management, and insurance services.
Where is Krueger Financial Management located? +
Krueger Financial Management is located at 88 Inverness Circle East #A102, Englewood, CO 80112.
Who is Krueger Financial Management's broker dealer? +
Their broker dealer is Cambridge Investment Research, Inc., headquartered in Fairfield, Iowa, with over $100 billion in assets under advisement.
