About Kriel Financial Services

At Kriel Financial Services, we are dedicated to putting our client’s goals first with a focus on helping you use your financial resources to make a meaningful impact in your life. With a combined investment experience of over 45 years, Kriel Financial Services helps clients navigate through life to ensure their finances are aligned with their objectives. We offer comprehensive investment services to individuals and their families focusing on such areas as retirement planning, college savings plans, insurance and asset allocation. Our services also include Optional Retirement Program (ORP) and Tax-Deferred Account (TDA) planning for employees of The Texas A&M University System.

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Kriel Financial Services manages assets for individuals and families, providing investment management, and financial planning services.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
 

Insurance Planning

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve...
 

Asset Allocation Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by...