10 | Wealth & Finance Retirement Planning Awards 2024 Most Strategic Retirement Planning Firm 2024 - New Jersey Established in 1990 by Principals Richard Krim and Scott Krim, Krim Associates is a third-generation family-run practice that has become known for its ability to educate its clients in a comprehensible manner, equipping them with the knowledge they need to pursue their financial objectives. The firm’s team of expert advisors possess a wealth of experience when it comes to creating innovative planning and investment strategies. They also boast a thorough understanding of the problems and challenges that clients face in various planning scenarios. This enables them to deliver the best information and advice, empowering clients to make educated decisions. As a family-run business, Krim Associates understands the importance of retirement planning and how it can affect not only the individual but also their close family members. For this reason, it strives to put the client first, considering their needs in everything it does. Whether they are investing to build wealth, protect their family, or preserve their assets, the firm goes above and beyond to offer tailored services. “Our goal is to provide superior long-term strategies and solutions and incorporate each client’s individual needs into every recommendation,” David explains. “In the retirement space, it all starts with understanding the client’s goals and objectives and deriving a plan that fits their specific requirements.” Operating within the competitive field of financial planning, it is important for Krim Associates to maintain an up-to-date knowledge of the latest products, services, and planning ideas in the industry. The financial world is constantly changing, so the firm believes that financial professionals must be “lifetime learners”. For this reason, its team spend a lot of time educating themselves through classes, seminars, discussions with industry leaders, whitepapers, and more. Leveraging this knowledge, Krim Associates works to remain agile, constantly seeking to understand why certain methods that have worked in the past may not work in the future. Its team are determined not to blindly accept the “status quo”, instead asking themselves how they can further improve client outcomes. “We believe it is very important to stay in touch with clients in monitoring solutions,” David shares. “We continually try to understand what might have changed in our clients’ lives and how we can alter the strategies moving forward.” Overall, Krim Associates works to maintain the competitive advantage not by becoming the biggest firm in the industry but rather the best. The business sets itself apart from others in the industry through its professionalism, integrity, and honesty, as well as its unwavering devotion to meeting the highest ethical standards. This establishes it as a trustworthy partner for financial advice. Thanks to the outstanding work of its team, Krim Associates has recently been awarded the title of Most Strategic Retirement Planning Firm, New Jersey, in the Retirement Planning Awards 2024. On the firm’s work so far this year, David comments, “We have started out 2024 like we start every year, re-evaluating what are the best long-term solutions for our clients that best match their specific goals and objectives.” In light of its rich history and impressive track record of success, we are confident that Krim Associates looks towards a bright future. We offer our sincere congratulations to David Scher and his colleagues on their success in this prestigious awards programme and wish them the best of luck in the years to come. Contact: David Scher CFP®, ChFC® Telephone: 201-632-2044 Email: [email protected] Company: Krim Associates Web Address: krimassociates.com Based in Paramus, New Jersey, Krim Associates is a financial planning firm that specialises in the provision of comprehensive estate planning, wealth management, and insurance services for business owners and successful professionals. With an in-depth understanding of personal finance and a wealth of training and experience, the firm is well-equipped to help its clients prepare for their futures. Here, we speak to Senior Financial Advisor David Scher CFP®, ChFC®, to find out more about Krim Associates.
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