Scott Krase
Scott Krase is the President and Founder of the independent, fee-only wealth management firm Connor & Gallagher OneSource. He utilizes a holistic approach to investment management and retirement planning. This allows him to eliminate potential conflicts of interest that may arise when a firm or advisor is owned by a parent company or who offers proprietary, product-based investment solutions. Scott provides objective, unbiased financial guidance based strictly on the needs, values, objectives, and goals of each client. Learn more here .
Articles by Scott Krase
- Retirement & Income Planning
Having a Written Retirement Plan Gives You SWAN
Taking the time to carefully plan for retirement can bring peace of mind and ensure that you are well set up for deciding what comes next. #retirement
- Practice Growth
How to Recruit, Retain, Reward, and Retire Key Employees
Here are the helpful tactics to Recruit, Retain, Reward, and Retire Key Employees with quick strategies on each one. #employees #advisors
- Opinion
How to Understand Cash Balance Plans Without Being an Expert
Many business owners and partners of firms are looking for larger tax deductions and accelerated retirement savings. #cashbalance
- Opinion
Six Different Ways You Could Lose Money in Bond Funds
- Opinion
Do You Know the Origins of a Fiduciary?