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Clear and Concise Financial Solutions for Families and Business Owners. WHO WE ARE Krammer Thompson Financial is a financial services firm dedicated to helping our clients build wealth and preserve their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs. WHAT WE DO Our job is to oversee and coordinate your financial matters focusing on nine key components. Our goal is to provide clear and timely communication, resolve problems quickly and focus on your financial affairs, not marketing our practice. We provide strategies for challenging environments to meet the needs of working or retired professionals and business owners. WHY WE DO THIS We know what’s at stake and that you require a professional you can trust and an organization with experience and supporting staff. We are passionate about research, solving difficult problems and are rewarded with many great relationships. If your recovery plan is not in place, it should be. Contact us to put yours in action! |
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How much life insurance would you need to produce a sufficient income stream for your family? This Cash Flow Analysis form will help you weigh your income vs. your expenses. This calculator can help you estimate your annual federal income tax liability. Use this calculator to estimate how much income and savings you may need in retirement. |
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20207 83rd Place NE Phone: (425) 681-2817 |
*Securities, insurance products and investment advisory services offered through SagePoint Financial, Inc. and it's affiliates, member FINRA/SIPC and a registered investment advisor. Certain other insurance products are offered by Ted Krammer and Mike Thompson as a licensed agent independent of SagePoint Financial, Inc. Kramer Thompson Financial is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, GA, ID, MN, OR, PA, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.