We Understand Your Needs

At KRM Financial Services, we understand life changes. Our caring team of professional advisors can help you successfully navigate through the uncertainty created by life's transitions such as:

 

  • Retirement has been on your mind as you look to the future
  • Changes in your workplace have accelerated your need for retirement planning
  • You are going through a divorce or separation
  • You've experienced the loss of a spouse

Listening • Caring • Enduring

At KRM Financial, we truly care about our clients and are committed to providing exceptional, personalized service. We ask questions and listen carefully to get to know each person individually. We are proactive, attentive and responsive to our clients' needs.

 

We strive to provide the personal touch that's often missing in relationships between our clients and their financial advisors. Our client relationships are positive and enduring.

 

We take great pride in knowing that our business has grown over the years due to referrals through personal introductions from satisfied clients and other professional advisors (accountants, attorneys, etc).

Collaboration & Team Work

Many of our clients have long-standing relationships with other professionals such as attorneys, accountants or tax advisors. We don't want to replace these relationships. We believe the best results come from collaborating and working in concert with the other trusted professionals in your life to find creative solutions for your needs.

Independent • Certified • Professional

We are not affiliated with an insurance company or bank, nor do we have any obligation to represent any one company's products or services.

 

We are independent and certified professionals. We offer objective and personalized financial counsel.

(630) 377-8760

Planning Through Life's Transitions.

WHY KRM

Kraig Mickelsen, CFP®

 

The CFP® mark is the recognized standard of excellence in personal financial planning.

LEARN MORE NOW

Life changes. Financial planning to keep you on course.

KRM FINANCIAL SERVICES

555 South Randall Road, Suite 202

St. Charles, Illinois 60174

 

Phone: (630) 377-8760

Fax:    (630) 377-8769

 

info@krmfinancial.com

 

Securities offered through Ausdal Financial Partners, Inc., member FINRA / SIPC.

Advisory services offered through Ausdal Financial Partners, Inc., a Registered Investment Advisor.

Ausdal Financial Partners Iowa: 5187 Utica Ridge Road, Davenport, Iowa 52807

Ausdal Financial Partners Illinois: 3250 Lacey Road, Suite 130, Downers Grove, Illinois 60515

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED

FINANCIAL PLANNER™ and CFP® in the U.S.

 

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