Jehl & Kreilach Financial

Financial Services in Fort Wayne, IN
Financial Services in Fort Wayne, IN Ehl & Kreilach as your source for financial planning. We're located in Fort Wayne, Indiana and have over forty years of combined knowledge in helping individuals, businesses, and not-for-profits define and achieve their financial aims. We're dedicated to designing investment and planning solutions specifically suited to your requirements. Our services include the following: Investment Administration, Comprehensive Financial Planning and Consulting Services, Independent Trust and Fiduciary Services, and Asset Liability Management Services.

Contact Details

Address
116 East Berry Street
Fort Wayne, IN
46802
Phone
Driving Directions

From Our Website

About Us
read moreIndividuals come to us with a variety of needs and goals. Through open communication between our staff of professionals and our clients we are able to craft creative, personalized investment management and sophisticated financial planning solutions. Jehl & Kreilach Financial Management specializes in finding solutions that are as unique as you.

Retirement
read moreWhere will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Investment
read moreInvesting should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Money
read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Our Beliefs
read moreProviding expert direction, individual attention, and fiduciary oversight is the best way to approach wealth management. Strong, long-term relationships and consistency are foundational to a successful financial plan. A holistic planning approach is the most effective way to help you make the best decisions. Your legacy is more than just financial assets, it's about sharing and passing on values to future generations.

Our People
read moreOur team consists of three Certified Financial PlannerTM professionals, three members of the Financial Planning Association, a Certified Public Accountant, and a veteran of the United States Navy. Together we hold multiple FINRA securities licenses, as well as health and life insurance licenses. We are active in our communities, with team members serving on the Fort Wayne Estate Planning Council, Leadership Fort Wayne, Decatur City Council, and Decatur Rotary Club. In addition, we enjoy coaching youth sports, working with Boy Scouts of America, and volunteering at our churches.

Tax
read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
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