Kraig Strom - Email & Phone Number

Orange, California, Us

Kraig holds certificates as a:• CERTIFIED FINANCIAL PLANNER PRACTITIONER®• CHARTERED FINANCIAL CONSULTANT® Kraig has more than 20 years of experience in the financial services industry. Kraig's focus is on Optimizing Retirement Income & Preserving Legacies. These important topics are often overshadowed by the push for wealth accumulation. The size of your 401k account is important but the market value of your investments is not as important as the income & legacy they can provide. Kraig says "The Ultimate Goal of climbing a mountain is not simply to reach the top. We must make it back down the mountain. Our financial climb is the same. Accumulating wealth for retirement is only one half of the journey. My focus is helping people ascend their financial mountain, reach the peak, and descend their financial mountain with their lifestyle and legacy intact." No Boundaries - Using technology Kraig serves clients throughout the United States. AREAS OF EXPERTISE:Maximum Lifestyle Income Design401k & Cash Balance Plan Risk AssessmentInvestment Account Tax Efficiency AuditsBusiness Succession & Exit PlanningLife Insurance DesignDisability Income InsuranceLong Term Care Insurance

Orange, California, Us

Asset Protection and Estate Planning Attorneys Serving Clients NationwideCareful preparation of asset protection and estate planning matters can enable you to protect your property from creditors and lawsuits as well as help you avoid financial loss. If you are seeking to protect your business or individual assets, it is important that you work with an experienced and trusted legal professional. With the guidance of the right attorney, you can establish effective protection plans that can safeguard your property or business in case the unexpected happens.At BarthCalderon LLP, we are proud to offer outstanding representation to clients facing a variety of legal complications. Our team uses a financial-planning approach to ensure that each client obtains the best possible resolution to their case. With 120 years of combined legal experience between our attorneys, we can help you think defensively about protecting your wealth, investments, business intellectual property, and other assets and counsel you through choices you make to prepare for the future.Planning With a Purpose ⚡ We are a personal & business asset protection planning expert and keynote speaker with 35+ years experience working with families and businesses across the country. Top planning firm with over 5K clients. Featured presenter to Vistage, Women Presidents Org and more. Open to personal & business planning strategy sessions, speaking engagements to your group.Our practice implements a variety of strategic approaches for each unique situation that can help ensure that your investments are protected. Navigating the laws governing business practices, estate planning and tax information can be tricky, but with counsel of BarthCalderon LLP, you can reach your legal goals with confidence.

San Diego, California, Us

As a Vistage speaker, Kraig speaks on income design for successful professionals and business owners. He is known for teaching people how to preserve their lifestyle income before and after the sale of their business and at retirement without sacrificing their current enjoyment or generational wealth. Kraig teaches CEOs how to exit their business on their own terms without having to sacrifice the lifestyle their business provides. Kraig's Vistage presentation is titled: Exit With Your Lifestyle Intact - How will you save

I help successful people throughout the United States by assisting with retirement income strategies, wealth preservation, and business protection. The big picture strategies you implement today directly impact your retirement income later. Time is of the essence - Start NOW.

I am focused on Optimizing Retirement Income. Retirement income is often overshadowed by the push for wealth accumulation. While the size of your 401k account is important, the balance of your accounts is not as important as the income they can provide. Some advisors are constantly on the hunt for more rollovers. Roll your IRA here or roll your 401k there makes for a good marketing campaign but people should be asking "how will I preserve my lifestyle"?

Chartered Financial Consultant™