Financial Services

The Hauk Kruse & Associates, LLC, offers Financial Services to help small business owners and families plan for the future and protect their assets. Many of our clients come to us when they need a that can help them navigate the financial services industry. We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals. Over the years we have developed alliances with a number of providers in the financial services industry to help execute your goals that we have developed together. We pride ourselves on providing financial services designed around your individual needs.

Setting up of profit sharing and 401(k) plan documents
Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
Employee benefit plans
Health benefit plans
Estate planning
Trust planning and charitable gifting
Business exit strategies
Executive compensation plans
Key employee retention plans
Welfare benefit plans
Succession planning and business continuation
Buy/sell agreements