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Gold Medal Services

Your Financial Planning Quarterback

At Krpalek Financial Services, we offer Gold Level Services, “the new standard in wealth management.” In the simplest of terms, our Gold Level Services start and end with you and your needs. We begin our process by listening to you and discussing your lifestyle, goals, concerns, and circumstances. Through a holistic approach, we discover all elements of your financial landscape, using this information to construct a customized plan and personal Financial Action Checklist. We thoroughly evaluate your situation to prepare personal strategies that integrate investment planning, tax-advantaged investment planning, retirement income and distribution planning, and family wealth planning. Following, we schedule to meet with you on a regular basis to discuss and update your financial strategies. 

Through our Gold Medal Services, we aim to offer clients a high level of personalized attention, frequent communication and ongoing education and events. Our goal is to keep you abreast of the latest economic news, tax law and estate planning rule updates, and changes that may affect your strategies or opportunities. We believe our clients value our holistic process and Gold Medal Services because we put you, the client, at the center, and strive to streamline your road to financial independence.

Want to learn more about our Gold Medal Services? Compare our Gold Medal Services to the services you receive today here and see our full menu of services here.