At Kaup's Financial, we've served our corner of the Midwest for over 40 years and are proud to offer holistic wealth management services tailored to meet your unique needs and goals. Whether you're planning for retirement, seeking guidance with your taxes, or preparing a legacy for your loved ones, our experienced team is here as a steady hand to guide you throughout. Family is the backbone of our practice and we provide careful planning and support for you and your loved ones just as we would our own.
What We Offer - The Five Pillars of Holistic Wealth Management
Our comprehensive planning starts with the five pillars of holistic wealth management, which creates a sturdy plan to stand the test of time and life's changes. From financial planning to strategic tax management, along with asset management, asset protection, and estate planning, we help ensure you and your family's finances are organized and better prepared for your future.
Financial Planning
We use The Bucket Plan® philosophy to help organize your finances into easy-to-understand Now, Soon, and Later buckets. We use this framework to create a flexible plan that is better prepared to safeguard your wealth against market volatility while ensuring your goals are always within reach. We'll develop a plan that's built for your life and finances to help provide you with peace of mind as you're managing day-to-day expenses and living life in retirement.
Tax Management
Our comprehensive tax management strategies offer more than just tax preparation, integrating year-round planning and proactive solutions that can reduce your tax burden. We guide you through a process called The Tax Management Journey® that looks at the many stops on your financial path where key decisions can be made to help minimize your taxes and maximize your income. Whether you're a high-net worth retiree or pre-retiree, business owner, farmer, rancher, or simply seeking a partner for navigating your complex financial questions, we'll monitor the best ways to reduce your tax liability and focus on increasing your wealth.
Asset Management
Our team believes in using a hands-on approach, constantly managing your assets and crafting diverse, customized investment portfolios that match up with your risk tolerance and long-term goals. We continuously monitor and adjust your investments, so your overall financial plan is flexible and always aligned with your life.
Legacy Planning
Protecting your legacy requires careful planning and attention to detail. We'll work with you, so your wealth is transferred according to your wishes, reducing potential stress for your loved ones. Whether it's helping reduce the estate taxes you owe, charitable giving strategies, or family trust development, our team is here to assist with securing your family's future.
Protection Planning
Safeguarding your wealth is just as important as growing it, and insurance was our first specialty. We help identify the right insurance solutions to better protect your assets against life's uncertainties, such as health issues, economic shifts, or unexpected expenses. With options from life insurance to home, auto, business, and farm coverage, our in-house expertise can help give you the protection you need to stay on track.
Why Choose Kaup's Financial?
At Kaup's Financial, we combine classic values with specialized expertise to deliver personalized financial solutions. Our holistic approach helps every aspect of your finances work seamlessly together, which can give you direction in the journey of your financial future. With a team of dedicated professionals who treat you like family, we're committed to using our experience to help you achieve your goals and build a brighter future.