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 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.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Self-Employed Retirement Plans

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

5 Smart Investing Principles

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

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

View all presentations arrow

Surprises

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

From Boats to Brokers

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

When Markets React

When markets shift, experienced investors stick to their strategy.

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.

View all videos arrow