Financial planning is a partnership built on trust and integrity. As an independent financial planner, TJ Kroehle works with individuals, families, and business owners to help them understand the importance of developing a strategic, long-term financial plan that helps them achieve their goals and objectives. His philosophy centers on the cornerstones of wealth preservation, asset management, and tax strategies. He strongly believes in building long-term relationships with clients.
TJ helps clients understand their current financial situation and define their future goals, as well as helping to establish financial discipline. Whether it is insurance and estate planning, a secure retirement, or leaving a legacy, every person, family, and situation is unique and requires customized and highly personalized solutions.
TJ has also made himself a specialist in the field of Special Needs Life Planning for families and individuals with disabilities. He frequently speaks to state and local groups such as ARC, Down Syndrome Guilds, Autism Societies, Epilepsy Associations, various ISD’s and other similar organizations.
Income by Design is an independent firm that offers a mix of professionalism and financial service to individuals and their families, retirees, corporate executives and professionals, as well as owners of small businesses. A reputation for integrity and a long-term commitment to the client's needs are what makes Income by Design special. We know that your time is devoted to your family and your business, that’s why we are devoted to helping you secure your financial future. We evaluate your current situation, help you define your future goals, and then develop the right strategy for your very specific situation.
Our national alliances mean we are able to choose from a broad array of financial resources, services, and products. It also means that you experience the personal service of a small firm with all the benefits of a large national firm. Because we are independent, we are under no pressure to use “proprietary” products. Our independent objectivity can mean a world of difference when planning for your future.