Services Provided

Individuals come to us with a variety of needs and goals. Through open communication between our staff of professionals and our clients we are able to craft creative, personalized investment management and sophisticated financial planning solutions. Jehl & Kreilach Financial Management specializes in finding solutions that are as unique as you. The following is a partial list of services offered:

Investment Planning and Evaluation

Development of an Asset Allocation Strategy
Preparation of Personalized Investment Policy
Selection of Investment Vehicles
Performance Monitoring of Investment Results
Education of the Client Investment Committee on the Fundamentals of Investment Management

Personal Financial Planning

Investment Planning
IRA Rollovers
Risk Management Review (Life, Disability, Property, Liability)
Coordination of Financial Indebtedness
Formulation of Education Strategies for Family Members
Analysis of Will, Trust and Incapacity Documents
Recommendations for Estate Planning
Structuring of Family Partnerships
Discussion of Charitable Planning Tools
Projections for Retirement Planning and Wealth Management
Efficient Coordination with Other Professional Advisors
Cash Management
Coordinate Mortgage Services
Coordinate Home Equity Loans and Lines of Credit
Development of Family Gifting Strategies

Business Financial Planning

Cash Management
Business Succession Planning
Tax Planning
Risk Management
Non-Qualified Executive Benefits

Fiduciary Services

Wills
Trusts
Foundations
Planned Giving

Family Strategic Planning

Maximize Wealth Transfer to Future Generations
Investment Continuity
Advisor Continuity
Charitable Gifting Fulfillment
Family Meetings
Trust and Estate Planning
Proactive Planning and Monitoring

Facilitate Trust Services

Family Revocable Trusts
Testamentary Trusts
Marital Trusts
Qualified Terminal Interest in Property Trusts
Educational Trusts
Generation-skipping Trusts
Estates
Funded Irrevocable Trusts for Families
Life Insurance Trusts