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663 S. Washington Street
Alexandria, VA 22314

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Individuals and Families

At Krekeler Brower Wealth Advisors, we are committed to helping you strengthen your current finances and achieve your long-term financial goals. We work with you side-by-side to develop an objective, thoughtful plan designed to get you where you want to go, wherever that may be. To that end, we offer a variety of services including:

Comprehensive financial planning

  • Every facet of your financial life addressed in a written plan covering investment planning, retirement planning, college education planning, estate planning, and risk management 
  • Ongoing assistance in implementing the plan
  • Periodic reviews to account for changes in your life 

Investment management

  • Objective advice on creating investment portfolios matched to your unique requirements
  • Ongoing management of your investments
  • Reviews of your existing investments

Retirement planning

  • Assessing your preparation for retirement and creating a plan to help you prepare
  • Assessment and recommendations for your company-sponsored retirement plan accounts (401(k)s, 403(b)s, Thrift Savings Plans, etc.)
  • Management of retirement plan directed-brokerage arrangements
  • Coordination of your retirement accounts with your other investments 
  • Establishing and managing individual retirement accounts (IRAs) 

Retirement cash flow modeling to help you avoid running out of money

  • Which assets to spend and in what order
  • Identification and development of guaranteed income sources
  • Integrated what-if planning

Estate planning 

  • Focus on your desires for a legacy
  • Help preserve money left to loved ones
  • Helping you plan wisely 

Divestiture of business ownership interests

  • Explore all options for your best benefit
  • Avoid unnecessary taxes