I believe building wealth and protecting wealth are goals we all want to achieve no matter what means we start from. I come from a hard working family that instilled in me a desire to achieve and a commitment to help others. Every day I apply this discipline to not only clients, but also friends, family and community.
As I consider taking on a new client, there are a few signals I'm listening for in our initial conversation. Consider the following: Most of the clients I work with are looking not only for investment guidance, but also for a place to consolidate accounts and simplify their financial lives. Through this process, we partner with you to identify what's most important to you, what risks might derail you from meeting those goals and how might we protect your assets from those risks. Our approach often involves working with a CPA and estate planning attorney so that you are able to plan for and enjoy a comfortable lifestyle while also establishing a legacy for those that are most important to you.
Our discussions will include not only personal finance, but business interests, inheritance, education goals and charitable gifting. If you are willing to invest the time with us on the front end to consolidate and organize your assets, establish meaningful financial goals and work together to protect those goals, we will invest the time and work to simplify what can sometimes seem like an overwhelming task.
At the end of the day, my hope is to simplify your financial life so that you can spend more time doing the things you love with the people you love.
What's important to me? I am passionate about helping my clients make good choices, and I volunteer time to new financial advisors so that our firm can reach more families in our community. Currently I serve on the board of Communities in Schools of Clark County and volunteer as a member of Tri Kappa Jeffersonville. My husband, Devon, and I are proud to call the Ohio River in southern IN our home.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Charitable Giving
My Personal Interests
- Community Outreach
- Animal Rescue
Phone NumberCrystal P Kehrer at (812) 246-0640
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More