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

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

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

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

 

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Should I Pay Off Debt or Invest?

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

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

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.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

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

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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