Kreitler Financial

A huge thank you to everyone who joined us at the 𝐊𝐫𝐞𝐢𝐭𝐥𝐞𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐮𝐦𝐦𝐞𝐫 𝐒𝐨𝐜𝐢𝐚𝐥 𝐂𝐨𝐜𝐤𝐭𝐚𝐢𝐥 𝐏𝐚𝐫𝐭𝐲 at Barcelona! It was great to mingle with so many wonderful people and enjoy an evening filled with laughter and great conversations. We’re thrilled to announce that, thanks to your incredible generosity, we raised an amazing $𝟏𝟐,𝟎𝟎𝟎 𝐟𝐨𝐫 𝐓𝐡𝐞 𝐇𝐨𝐥𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐖𝐚𝐥𝐥 𝐆𝐚𝐧𝐠 𝐂𝐚𝐦𝐩! Your contributions will make a significant difference in the lives of many, and we can't thank you enough for your support. Once again, thank you for making this event such a hit. We’re looking forward to more fun gatherings and meaningful moments together. Warm regards, The Kreitler Financial Team #KreitlerFinancial #SummerCocktailParty #ThankYou

𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐌𝐚𝐝𝐞 𝐒𝐢𝐦𝐩𝐥𝐞 We understand how difficult it can be to plan for your retirement, so we have come up with six key questions designed to help people just like you make an informed decision about their own retirement. Taken together, these questions provide a roadmap to making an informed, confident and personalized choice about your financial future. Visit our website to get your copy now!

Stay informed! Visit our website at kreitlerfinancial.com to sign up today.

Retirement is meant to be the golden years of life when you can relax, pursue passions, and enjoy the fruits of decades of hard work. #financialadvisors #retirement

Visit our website to download the guide today!

Visit our website to download the guide today!

As a Yale employee, ensuring a financially secure retirement is crucial. The introduction of the Self-Directed Brokerage Account (SDBA) within Yale’s retirement plan offers a significant opportunity to tailor your investments to your personal goals and values. While thousands of fund choices may initially seem daunting, this flexibility empowers you to take an active role in your financial future, aligning your portfolio with your long-term aspirations. Click to learn more!

As you reflect on your goals and aspirations for the future, getting your finances in order is likely a top priority. #financialplanning #financialfuture #financialadvisor

Thank you to Office Snapshots for featuring our Kreitler Financial project. Our goal is to create a better future together. One way to do that is to bring wellness and community into the workplace, particularly those focused on making dreams come true. Thank you to a great client and our partners, Jefferson Group Innovative Engineering Services. https://lnkd.in/ek6Md_3Z

Welcome to the latest issue of Kreitler Financial Insights. In this edition, we examine the resilience and rewarding nature of the markets through exploration that challenges conventional investment wisdom. With insightful discussions, we aim to help you navigate the complexities of today’s economic landscape. Stay tuned as we explore key trends and strategies that can help enhance your investment portfolio. Don’t miss out on this quarter’s valuable content: ▪ Eclipse Data Visualization  ▪ Charlie’s Corner  ▪ Don’t Miss Our Blogs  ▪ Probability of Positive Market Returns  ▪ Market Commentary & Performance   ▪ Bonus! Meet our Director of Stress Management The second quarter edition of the Kreitler Financial Insights is also available for you to read or download on our website.