At Kruse Financial Group, we are committed to providing clients with tools that make managing their financial lives easier, more organized, and fully aligned with their goals. That’s why we offer Wealth Management Solutions powered by eMoney Advisor*—a secure, digital platform that brings your entire financial picture into focus.
Key Features Include:
Account Aggregation
View all your financial accounts—banking, investments, retirement, credit cards—in one place. Your data is updated automatically each night, giving you a real-time, accurate view of your net worth and overall financial health.
Alliance Partnerships
We can collaborate directly with your other trusted professionals—such as attorneys, CPAs, or business consultants—to help ensure your entire financial strategy is aligned and working together.
Online Document Vault
Securely store important documents like wills, trusts, tax returns, insurance policies, and even passports. This encrypted vault offers 24/7 access from anywhere, helping you stay organized and prepared.
Interactive Planning Tools
Our advisors can model financial scenarios in real time—so whether you're considering a major purchase, planning for retirement, or adjusting your strategy, we can walk through the impact together during our meetings.
VIP Services & Awards Manager
Track loyalty programs, reward points, airline miles, and other benefits all in one place—so you never miss an opportunity to use what you’ve earned.
Customized Reporting
Generate detailed reports tailored to your unique preferences—whether you want a high-level snapshot or a deep-dive into your portfolio and progress.
*This site is for current clients of Kruse Financial who have subscribed to eMoney Advisors Wealth Management Solutions. eMoney Advisors, Kruse Financial Group, and New York Life and its subsidiaries are not affiliates.
330 Oak Tree Lane
Dakota Dunes, SD 57049
Phone: 605-242-3200
Fax: 605-242-3201