KRP Company Profile
Kreifels Retirement Planning, Inc. (KRP), an affiliate of the law firm Frank A. Kreifels & Associates, provides individuals and families with comprehensive and customized retirement and estate planning services.
KRP is a team of professionals located in the Omaha Metro Area who are uniquely experienced to help improve your portfolio, protect your assets, minimize your taxes and generally prepare you to maximize your retirement years.
Our experience base includes estate planning and estate protection documents, tax planning, legal counseling, life insurance, annuities and long-term care insurance.
In uncertain financial times when markets are volatile, it is important to have a team of professionals with your best interests at heart. Now, more than ever, you need a relationship with a knowledgable company like KRP to help achieve your retirement and estate planning goals. KRP's experienced professionals provide customized retirement and estate planning services which you can trust whole-heartedly.
Our process to protect your assets and family involves:
- Providing you with a signed "Confidential Commitment" document to let you know we keep your information confidential;
- Conducting important conversations and meetings so you fully understand your retirement and estate planning objectives;
- Providing a valuable KRP Personal Estate Profile for you to better understand your current situation and future opportunities; and
- Providing innovative, customized service that will integrate your retirement and estate planning needs into one comprehensive program that offers "one-stop shopping." KRP professionals work as a team to create, implement and monitor customized plans that will address your investment, risk management, retirement, estate planning, tax planning, multi-generational, charitable giving, and/or educational funding needs.
Our philosophy can be condensed to three principles:
- Treat clients as we would our family;
- Always provide our best "group thinking" and counsel;
- Assure clients always remain in control of their retirement situation.
Our independence means we are not "captive agents," or employees beholden to a specific company or financial institution. The options we recommend to our clients are based on our experience, training and knowledge of the wide array of financial and insurance products available in the marketplace. Our knowledge will be applied to your retirement and estate planning objectives, resulting in specific recommendations you can consider and act upon as you see fit.
Our mission is to help our clients realize their life goals. To achieve our mission, we provide comprehensive and customized retirement and estate planning services. Our team of highly trained, trusted professionals are dedicated to building lifelong relationships with our clients. Finally, our dedication to customer service is second to none.