120 North Alfred Street | Alexandria, VA 22314

www.KrekelerBrowerWA.com

Our mission is to be the

first choice for trusted advice

on building, managing, and

distributing wealth while

positively impacting the lives of our clients

through objective, thoughtful,

tailored financial advice.

Financial planningis the cornerstone of our practice.

Your personalized financial plan is developed

through close collaboration with you

and careful, thoughtful, objective analysis of

your situation and goals. Your plan drives the

recommendations we make for you.

Comprehensive Financial PlanningA written plan to guide you on your path

InsuranceProtection for your assets and family

Investment ManagementA proven repeatable process

Charitable Giving StrategiesTax efficient ways to benefit your favorite causes

Estate PlanningA legacy to benefit those you love

Retirement PlanningSo much more than just a number

Areas of Practice

Investment Management Process:

Analyze Your Personal Situation

Using WealthVision1

Determine Your Required

Rate of Return (RROR)2

Periodically Measure Actual Returns

Against RROR and Adjust as Necessary5

Monitor and Rebalance Your

Investment Portfolio Over Time4

Choose and Implement an

Appropriate Investment Portfolio3

uses an in depth life cycle planning process.

Your life is continually evolvingand as a result there is no formulaic

solution to financial planning. We will customize a plan for your

specific goals and expand it through the years.

• Financial Status

• Risk Management

• Investment Management

• Benefits Optimization

• Tax Evaluation

Planning Considerations:

Deliver and Execute

Recommendations

Monitor and Adjust the Plan as

Needed

Develop Your

Defining Goals

Identify Opportunities

and Risks

• Retirement Planning

• Education Planning

• Estate Planning

• Special Needs and Eldercare

• Charitable and Legacy Planning

“ Let our advance worrying become advance thinking and planning” — Winston ChurChill

Your Needs,

PrIorItIes, aNd Goals

aNalYZedIs

CoVer

eVa

luate IMPleMeN

t

Why Choose Krekeler Brower Wealth Advisors?

Financial planning is a process that can change your life.

A personalized financial plan has many advantages. It coalesces all of your financial concerns in one place and puts you on the path to financial freedom.

You get confidence through;

• A plan designed to focus on your goals

• A team of credentialed advisors working for your success

• Independent, objective advice

You get simplicity and transparency with a written plan and;

• 24 hour online access

• Consolidation of all online financial relationships

• A summary of your entire financial story

You get a service team devoted to your success.

Exceptional service begins with communication. You will always speak directly with a member of our team and we attempt to answer all inquiries, resolve all problems, and return all phone calls and e-mails on the same day.

As an independent wealth management firm, we have the ability to offer our clients access to

the entire spectrum of investment options without bias. We do not work for a large

institution, we work for you.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Financial

Partners (IFP), a registered investment advisorand separate entity from LPL Financial.