Jehl & Kreilach Financial Management Managing Relationships. Managing Futures.
Making Your Financial Life Stress Free
As a team of financial advisors, Jehl & Kreilach Financial Management’s primary goal is to simplify the financial lives of each client. We desire to make our clients’ lives better, and work collaboratively to accomplish successful results. We think of your money not as “assets under management”, but as the means to build the lifestyle you desire. We recognize investing as an important part of a detailed financial plan, developed around your individual goals and aspirations. We help to place the fear and emotions of investing in a proper perspective.
An Independent Firm Focused on You
Jehl & Kreilach Financial Management was founded in 2005 because our team had the desire to work with a select group of clients, offering the level of service and transparency we believed to be important to them. Our independence allows us the freedom to be truly objective in the advice we give and the solutions we recommend. At Jehl & Kreilach Financial Management, we pride ourselves on building relationships, not short-term transactions. Our intentional business model ensures that we are able to provide consistent quality service to all our clients.
Comprehensive Financial Planning
Just as a map and clear directions help us to reach our travel destinations, a solid and comprehensive plan is necessary to achieve your financial goals. Through our knowledge and experience, we help you determine if your family and business goals are realistic. Next, we build your financial plan and outline the detailed action steps necessary to implement it. As your personal Chief Financial Officers, we work with you to create a financial plan unique to your goals and needs which may include recommendations for retirement planning, education funding, and risk management for your family. We can also assist with retirement plan due diligence, buy-sell agreements, and succession planning for your business
Focus on the Issues You Care About
The legacy you leave is important to you and your loved ones. We believe that before you begin to build real wealth, you need to have a strategy to protect it. Our firm partners with your attorney, tax preparer, and other professionals to develop a comprehensive tax and estate plan designed to help you pass on as much of your wealth as legally permissible. You can feel a great sense of security knowing that we are committed to putting your interests first, facilitating continuity to each generation, and providing a stress free planning process so you can focus on enjoying the things that are most important to you.
Jehl & Kreilach Financial Management – the answer to your financial questions
“Our mission is to provide expert direction and individual attention to those who are serious about their financial futures.”
About Our Team Gregg Jehl, CFP®, Kevin Kreilach, CFP®, and Director of Financial Planning, Julie Burenga, CPA, CFP®, began working together in 2000, founded Jehl & Kreilach Financial Management in 2005, and added Cameron Collier to the team in 2010. Our 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. Jehl & Kreilach Financial Management 116 East Berry Street, Suite 800 Fort Wayne, Indiana 46802 Ph: 260-420-0268 www.jehlandkreilach.com
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Jehl & Kreilach Financial Management are not affiliated. V.CIR.0712