Our Services

Comprehensive Range of Financial Services

Services

  • Retirement Income Planning
  • Life Insurance Planning
  • Living Benefits
  • Special Needs Planning
  • Due Diligence Reviews

When it comes to your money and valuable assets, you should never take any chances. Kreider Financial Management, LLC is here to help you make the right decisions and become set for life. From life insurance to special needs planning, you can count on us to guide you along a stable path.

Retirement Income Planning

Retirement Income Planning

In a nutshell, retirement planning revolves around your desired financial goals when you settle down. This process includes initiating a savings program, pinpointing sources of income, as well as managing the assets you possess.

Life Insurance Planning

Life Insurance Planning

Help ensure that your loved ones are taken care of even after you are gone. With life insurance, your dependents will receive financial protection in the form of a death benefit.

Living Benefits

Living Benefits

A living benefit is essentially a contractual add-on to your current insurance plan. This type of insurance is ideal for individuals who are aging or are facing certain illnesses.

Special Needs Planning

Special Needs Planning

We focus on a person-centered approach to planning for individuals with special needs to focus on their abilities and not their disabilities.

Additional Information About Us

  • Pennsylvania life insurance settlement broker (#815035)
  • Pennsylvania resident agency licensed (Kreider Financial Management, LLC) (761713)
  • Pennsylvania resident licensed in life and fixed annuity (#446562)
  • Virginia nonresident licensed in life and fixed annuity (#837894)
  • Maryland nonresident licensed in life and fixed annuity (#2123587)
  • New Hampshire nonresident licensed in life and fixed annuity (#2406963)

Consultation-Ask Questions-Learn About Family

Analyze Data - Create a Plan

Discuss Plan With Family

Implement the Plan