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.