Broker Check

     


8040 Ortonville Rd. Suite D | Clarkston, MI 48348
                                                              clientservices@mydkna.com | (248) 625-2788

Daniel Krug & Associates

Daniel Krug & Associates, Inc. is a comprehensive wealth management firm specializing in Financial, Tax and Estate Planning, serving the tri county area. With roots dating back to 1994, Daniel Krug co-founded CKS Summit Group. Daniel Krug & Associates spun off in 2004, with an understanding that clients needed a more comprehensive approach to navigating the ever-changing financial world. Our clients are looking for a firm that takes a personal approach. A firm that helps create solutions for achieving their goals with a sense of commitment and a dedication to truth. They understand that it takes a team approach bringing together the financial, legal and tax professionals, working together to establish a plan of action to achieve their goals. Through this approach we have developed our client family, reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

You worked hard for your money and you’re in this for the long run. We at Daniel Krug & Associates share that same philosophy. Isn’t it time to let us work hard for you?

Helpful Content

Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Surprises

Making the most of surprises is a great reason to work with us.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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