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Get Your Free Assessment

A short, no-obligation conversation about your retirement picture.

Pick a time that works for you using the scheduler below. In about 15 minutes, we will help you understand where your retirement plan stands today and whether Kraus Capital is the right fit. There is no cost, no pressure, and no obligation.

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What the assessment is

The free assessment is a focused conversation, not a sales pitch. We will ask about your goals, your timeline, and the accounts you already have, and we will answer your most pressing questions.

You can do it by phone, by video, or in person at our Boerne office. It is genuinely free, and there is no expectation that you become a client.

What you will walk away with

Even if we never work together, you will leave the assessment with something useful:

  • A clearer view of your current retirement picture and where the gaps are.
  • An honest answer on whether Kraus Capital is the right fit for your situation.
  • Clear next steps, whether that is working with us, fixing something on your own, or simply waiting until the timing is right.

How it works

Getting started is simple:

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Step 1: Pick a time on the calendar above.

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Step 2: A short confirmation email arrives with a link and a few prep questions.

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Step 3: We meet by phone, video, or in person at our Boerne office.

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Step 4: You leave with clarity, and we follow up with anything you asked us to.

Who this is best for

The assessment is most valuable for individuals and couples ages 55 to 70, at or near retirement, with at least $700,000 in investable assets, who want a coordinated written plan rather than a single product. Not sure if that is you?

Read whether we are a good fit.

About Brian

You will be talking with Brian Kraus, a CERTIFIED FINANCIAL PLANNER™ professional with more than 27 years of retirement income planning experience. Kraus Capital is independent, fee-based, and veteran-owned.

Learn more about Brian.

Questions about the meeting

Yes. The assessment is free and carries no obligation. We offer it because the best way to know whether we can help you is to have a real conversation first.

No. We will not pressure you to buy anything. If we are a good fit, we will tell you how working together looks. If we are not, we will tell you that too.
The first conversation takes about 15 minutes. If you would like to go deeper in the same session, we can spend up to an hour.
That is exactly what the assessment is for. You do not need to have everything figured out. Come with your questions and we will help you see where you stand.
Please do. Retirement decisions affect both of you, and we find the conversation is far more productive when both partners are part of it.
We will tell you honestly and, where we can, point you toward a better option. Being upfront about fit is part of how we work.

Ready to book?

Pick a time below and take the first step. It takes 15 minutes and there is no obligation.

Pick a Time on the Calendar

Prefer to talk first? 

Disclosures: Investment advisory services are offered through Kraus Capital, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Kraus Capital and its representatives are properly licensed or exempt from licensure.

Brian Kraus is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® marks are owned by the Certified Financial Planner Board of Standards, Inc. and are used in accordance with CFP Board guidelines.

Charles Schwab serves as the independent custodian for client assets. Kraus Capital is not affiliated with, and does not receive compensation from, Charles Schwab for custodial services. No strategy assures success or protects against loss. Past performance is not a guarantee of future results. 

See our Privacy Policy and Form CRS for more information. These documents are provided by our compliance vendor.