Kruger Financial Services, is a comprehensive financial services firm that has been serving Twin Cities clients for over 25 years. We help our clients achieve both short and long-term financial goals by minimizing tax liabilities, building wealth, and protecting our clients assets.
Our approach to meeting the financial services needs of our clients enable us to get to know our clients as people and as business owners. We sit down with each of our clients and really listen to what they have to say. We know the importance of fully understanding where our clients have been, where they are now, and most importantly where they want to be in the future - personally and professionally.
Kevin focuses his practice on providing comprehensive personal financial planning, wealth management, and insurance services, designed to address the specific needs of each client. Working with a diverse mix of individuals, executives, and corporate clients, Kevin remains process-driven and results-orientated with both growth and protection being top priorities. Clients trust Kevin to connect the dots, eliminate financial inefficiencies and recognize new opportunities for growth.
As a financial advisory specialist, Kevin Kruger is a member of numerous investment and insurance organizations and is Series 7 and Series 24 licensed. In addition, Kevin is licensed to use the LEAP System (Lifetime Economic Acceleration Process), a comprehensive wealth building and asset protection process.
Prior to starting Kruger Financial Services, Inc. in 1990, Kevin worked for a large financial institution assisting companies with employee benefits consulting, corporate finance, investments and initial public offerings.
Kevin received a B.A. degree in Industry & Business from the University of Northern Iowa. He and his wife, Dawn, have three children and live in Bloomington, MN.
"LEAP System" is a registered trademark of LEAP SYSTEMS, INC
Our greatest happiness does not depend on the condition of life in which chance has placed us, but is always the result of a good conscience, good health, occupation and freedom in all just pursuits.
- Thomas Jefferson
We are a small, personable firm, which means we are able to be responsive and attentive to our clients' needs and consistent in our delivery of services. We have the expertise, experience and access to resources you would expect from a larger financial services firm.
"Life is full of challenges and opportunities. when faced with important financial decisions, we must carefully consider the implications and impact on our families, our busineses, our future and our security. It is imperative to analyze the entire financial picture with someone who has knowledge of financial concepts and available products and can help with bottom line strategies to make the best decisions work for you"
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