Testimonials

Peter Ballantine, Business Owner – OnPoint, Harrisburg, PA

"For several years, I have been a customer of Northwestern Mutual for their highly rated life insurance products. I had tremendous trust in my insurance broker who provided some sage advice, such as buying life insurance for my three children while they were still very young.  For me, matching the insurance limits to the true needs of my business and estate was a real concern.  So often brokers will over-insure and individuals will under-insure.  In my case, I feel confident that the limits were set appropriately and that adjustments were made to meet the shifts in my life and personal wealth.

A few years ago, I had one such significant shift when I sold one of my businesses.  At the time, I had a financial planner who was separate from my life insurance.  I saw great value in combining my assets under a single roof to reduce complication for me personally, but also to have a comprehensive financial plan and strategy.  At the same time, Matt and Minta Krise were expanding Don Failor's Northwestern Mutual practice to one that now includes all aspects of wealth management and financial planning.

There are a couple of things that gave me confidence to transition my assets to Matt and Minta:

  • From the beginning, Matt and Minta spent considerable time working to understand my goals.  Each meeting leading up to the estate plan was well orchestrated with detailed agendas and obvious care about me and my wife. 
  • Second, they were very good at balancing input from me while also placing equal value on my wife's input.  This lead to a strategy built in a very collaborative way, which ultimately makes it one that reflects our shared goals. 
  • Lastly, we get the benefit from the local, personal relationship with Matt, Minta and the Krise Financial team, but we also get the value of the larger Northwestern Mutual community who have worked diligently to help us maintain our original focus and reach our financial goals.

As things in life and business continue to evolve and as the world seems to be more turbulent, I feel very" confident and comfortable having Matt, Minta, and Northwestern Mutual as a steward and partner in managing my wealth."

 

Carl Succa, President - Commercial Acceptance Company, Camp Hill, PA

Matt and the Krise Financial team have been instrumental in my personal financial and estate planning, as well as the recent succession plan for my business, Commercial Acceptance Company, a 20 year old consumer credit and collection agency.  They have provided valuable advice which has allowed me to transition ownership and day to day operations of my business entity to my son Dylan.  Matt and his team understand the dynamics and interconnection between personal and business financial planning.  Matt's planning included input from both my accountant and attorney, as well as advice from his team of business planning experts at Northwestern Mutual.

 

James Mooney PE, President and CEO - Enginuity, Mechanicsburg, PA

"Minta Krise at Krise Financial and Northwestern Mutual were instrumental in assisting us with a key component of our business succession plan.  We really appreciate her integrity and the continued customer service we get from the Krise Financial team."

 

Kate Deringer Sallie, Partner - Pillar+Aught, Harrisburg, PA 

"One of the scariest parts about financial planning, from both a personal perspective and as a business owner, is that “you don't know what you don't know”.  Having advisors that you know and trust – and who are there not only to answer your questions, but also to tell you what you don't know – is one of the smartest and most important decisions someone can make for his or her family and or business.

Matt, Minta & the Krise Financial team have played an instrumental role in our family's personal financial planning by designing and walking us through a financial plan tailored to our personal goals for the future.  They listened to our concerns, answered our questions, made thoughtful suggestions, and helped us reframe previously held assumptions and fears in order to find the best path forward for our family.  And with every twist and turn in the road, they helped us navigate our way through it. When we contemplated my husband's career change, they were there.  When I considered leaving my law firm to start a new one, they were there.  And even when faced with a small and seemingly insignificant question or concern, we never hesitate to call – because they are always there. Their integrity and wise counsel through all of our life changes – both big and small - helps us make decisions for the future with confidence.

On the business side, the Krise Financial team members have been more than just advisors – they have been partners in helping my partners and I reach our business goals and expectations.  When we launched our new law firm, Pillar+Aught, in 2017, the Krise Financial team helped initiate our initial group benefits package including group life, short and long-term disability, health insurance, and 401(k) plan.  They provided us confidence in starting our own business, and helped educate us on what to do, how to do it, and why it was important to our business.  They continue to advise the firm's partners on strategies to maximize our planning and to offer benefits that are most important to attract and incentivize our employees.  We see them as our allies and value our relationship with the team as a long-term benefit that allows us to be the best at what we do and to achieve all of our business goals."

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

Matt Krise, CFP®, RHU®, REBC®
Wealth Management Advisor


InTandem Financial

 

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