Krim Associates

The professionals of Krim Associates specialize in identifying solutions for the planning challenges faced by hard working, successful business owners, professionals, executives, and retirees - all responsible, respected leaders in their professions, industries, and communities.  As advisors, we have developed a thorough understanding of the unique problems and opportunities that confront this group of people.  This, coupled with extensive knowledge of and experience with innovative planning strategies, translates into an ability to offer you the information and advice you need to help make educated decisions. Together we can help to achieve consistent and measurable results for you and all those affected by your financial decisions.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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ABLE Accounts for Disability Expenses

Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.

Technology Trend: How Blockchain Could Impact the Future

Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.

Consider a Customized Disability Policy

Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.

Inflation Protection for Investment Dollars

Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck