Helping You Navigate Complex Life Transitions
For 35 years, H. A. Kramer & Associates has provided planning, guidance, and ongoing financial management to help our clients handle whatever comes their way.
We’re here to help you organize and optimize your financial life. And as a fiduciary, we are bound both legally and ethically to act in your best interests. We want to be the first call you make when something important happens, giving you guidance, support, and solutions to overcome challenges and achieve your life's goals.
The pathway to your financial future starts with a personalized plan. From determining your specific financial objectives to general life goal planning, we’ll work closely with you to create a comprehensive, long-term plan tailor-made to your unique circumstances.
Our philosophy is to earn your trust by providing dedicated support day in and day out, giving you our undivided attention and the comfort of knowing we’ll be there when you need us.
We exclusively serve maturing clients, often along with their children, who want to grow and protect their wealth as well as their legacy.
CERTIFIED FINANCIAL PLANNERTM Practitioner
Accredited Investment Fiduciary®