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Investments and Investment Management

Bert Kraus, CPA is our firm founder and serves as a trusted financial advisor in Laredo. By working with partners and financial specialists in San Antonio, our firm is well equipped to provide investment services for individuals. With our help, you can achieve a well-managed estate, create a sound retirement plan, and develop proactive financial strategy to ensure passing of assets to beneficiaries.

Get started by contacting Bert Kraus, CPA today!

Wealth Management in Laredo

Our CPA caters to individual clients with high net worth. We know that protecting your legacy and value is a multi-faceted process that concerns many parts of your personal and professional life. We get to know you and establish your goals, so we can create a plan that makes the most sense for your needs. Have you set up savings accounts or education funds for children and grandchildren? What about low-risk CDs or certificates of deposits?

We take a personalized approach to guiding clients on forward-thinking financial moves. We know that management of your personal wealth is about protecting and growing the value of assets, as well as ensuring that members of your family have access to funds when needed. 

The team at Bert Kraus, CPA helps individual investment clients do all of the following:

Create Trusts
Strategize for IRA Legacy Planning
o Reduce taxes
o Provide inheritance for beneficiaries
Set-up 401K Rollovers – Moving retirement money to the right accounting for retirement goals

With an emphasis on unique services for each client, we are as committed to planning your estate, as we are your investments. This extends to life insurance, property taxes, and estate management. Protect your wealthy, legacy, family, and well-being with our personal investment services. 

Planning for Retirement

Starting your retirement plan early serves to benefit long-term financial well-being. Getting a jumpstart on how you’ll fund your golden years allows you to do exactly what you want, whether that’s spend more time at home, or to travel and cross items off your bucket list.

Whether you have a retirement plan in place and need to revisit your current strategy, or you’re starting from scratch, we can help. Ask our Laredo retirement accountant for more information about setting up savings accounts and establishing long-term investments or stock. We often see clients who haven’t thought ahead to investment opportunities that pay off in the long run; however this is essential. Ask us how smart investments can benefit your retirement plan.

Questions about Investments? Ask our Team!

We know that choosing the right investments to manage your personal financial goals is tricky, especially with what a good or bad investment can mean for your well-being. Before you make those vital choices, schedule an investment consultation in Laredo at our accounting firm.

Contact Bert Kraus CPA today at (956) 724-8194!