Gene De Kruif helps clients achieve their retirement goals by looking at where they are now versus where they would like to be. Using this information he helps clients craft a retirement plan consistent with their unique risk profile that fully integrates with taxation and estate planning strategies.
“I put a great deal of importance on flexibility,” says Gene. “If conditions change, we are not locked into a particular strategy. The ultimate goal is to put a plan in place that will serve clients over their entire lifetime. A plan that gives them confidence they will not outlive their financial resources.”
Gene earned a Master of Accountancy from the University of Denver. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 7 license, as well as Life and Long-Term Care insurance licenses. He has been a Certified Public Accountant since 1977. Gene serves on the Board of Directors of Christian Living Communities, a local not-for-profit senior living organization. In addition he volunteers in teaching Dave Ramsey seminars, a national program that coaches participants in important financial planning skills.
Gene is happily married with three children and seven grandchildren. In his free time, he enjoys playing golf and racquetball, strumming the guitar and jogging.
“I believe that through knowledge and discipline, financial peace is possible for all of us.” – Dave Ramsey