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K2 Financial

Kreg & Kreg
We are a dedicated father and son team, whose purpose is to serve and help others. As Las Vegas locals, we are committed to helping the community and guiding others towards financial clarity. With a deep understanding of local community needs, K2 Financial has built a reputation based on integrity and are a trusted resource when it comes enriching your financial well-being. We share a genuine passion for providing personalized financial advice while fostering a supportive environment where individuals and families can achieve their financial goals.

Retire with confidence

Our Planning Process

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

01

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.

Longevity

Outliving financial assets as the result of a longer life.

Inflation

Reduction in real purchasing power as the result of increasing cost of living.

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death.

Liquidity

Limited access to assets to meet life’s unexpected financial needs.

Market

Unexpected reduction in the value of financial assets at the time of withdrawal.

Taxes

Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.

02

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

Our Services, Your Future

We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Support your retirement income plan with accumulation and tax-free distribution strategies in retirement.

Design an income plan that delivers dependable income and financial security throughout your retirement.

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate planning strategies.

Develop solutions for healthcare expenses not covered by Medicare, a federal health insurance program.

03

Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.

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Meet The Team

Kreg A Klaver

Partner

Kreg D Klaver

Partner

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Complimentary Educational Resources

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

Our Upcoming Events

Our Downloads

Tips to Help Avoid “Market Panic” Reaction

Planning for retirement is never a “set it and forget it” activity: There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans. Fill out the form to get your free download for tips on create a plan to protect your savings.

Our Blog

Financial Calculators

CalcXML Financial Calculators

PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.

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