5 /5 Steven Kellner: I always considered myself knowledgeable of all things related to retirement. My wife and I, however, had some questions about how to best handle our retirement accounts during retirement, especially when it came to minimizing our tax obligations. Enter John Krehbiel, who came highly recommended by some coworkers.
Soon after beginning the development of a “Financial Life Plan” with John, I realized how much I didn’t know about retirement strategies. John used a phased approach to walk us through all aspects of retirement finances, investment strategies and tax rules with clear and easy to understand explanations. At the completion of the educational and planning process, we had a great understanding of how to maximize our hard-earned retirement dollars, and a plan to do it.
Our financial life plan was in no way cookie cutter. John developed a plan for us that was based on our current financial situation, risk tolerance and long-term goals.
Although the cost of using a fiduciary to develop a financial life plan may not be trivial, by my calculations, the plan that John came up with will save many times over the cost in tax avoidance alone, not to mention increased growth of our investments.
Perhaps most importantly, however, is the fact that after developing a financial life plan with Krehbiel Financial, we have the peace of mind of knowing that we now have a plan that all but ensures that we can live out our retirement with minimal financial concern.
We can’t recommend John Krehbiel and Krehbiel Financial highly enough.
