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Professionals You Can Rely On

Planning personal finances can seem overwhelming when you’re on your own. Becky Craig and Angie Treff help make the journey easier. They bring a wide range of knowledge and experience to your financial planning needs - providing the support you need to help achieve your short and long-term financial goals. 

Going through a divorce or the loss of a spouse can leave you emotionally and financially vulnerable. Angie gives you the support you need to get through difficult times.

Becky always has time to listen to your concerns, and find unique solutions
specific to your needs.

Investment Planning
Becky and Angie help you plan strategies designed to encourage growth, promote tax reduction, and help you build a solid financial foundation for your future. They’re knowledgeable in IRAs, IRA rollovers, company plan rollovers, Roth IRAs ,variable and fixed rate annuities and other tax-advantaged investment vehicles.

Asset Allocation*

In today’s economic climate, proper money management is more important than ever. Angie and Becky help you allocate your assets wisely, diversifying your portfolio to help reduce risk and preserve your savings. They will help you understand your mutual funds, stocks, bonds, money market accounts, and tax-deferred investments. 

Tax Planning**
Tax reduction is an integral part of any financial plan. As experienced CPAs, Angie and Becky have the knowledge, experience, and training to create tax-reduction strategies designed to help you keep more of your money, and provide tax-deferred growth to accumulate wealth.

Estate Planning
Leaving a lasting inheritance for the next generation is important to many of us. Angie and Becky help you transfer your wealth in the most efficient and tax-advantaged way possible. Letting you control who benefits from your financial legacy. 

Becky and Angie simplify your life by providing solutions to your tax and financial issues - all under one roof. 

Financial Planning
Tax Planning
Estate Planning
Long Term Care Insurance
Life Insurance

Any questions? Call or e-mail Angie and Becky today. You’ll be glad you did. 

*Asset Allocation does not guarantee against loss.  It is a method used to help manage investment risk.

**Kestra IS and Kestra AS do not provide tax or legal advice.  Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.