Jessica Kreger (CFP®)

Jessica Kreger focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Robinson Smith Wealth Advisors is a financial services and investment firm dedicated to providing comprehensive wealth management. Our philosophy is simple: Wealth should be a source of enjoyment, not a source of contention. We aim to take the stress out of financial planning so our clients can enjoy life both now and in the future. 

Who we serve:

  • Professionals Planning for Retirement
  • Retirees
  • Women Investors
  • Business Owners/Unique Financial Situations

Services we provide:

  • Investment management (asset allocation, risk tolerance, stock options and restricted stock planning)
  • Retirement planning (pension and Social Security analysis, retirement income projections)
  • Risk management analysis (life, disability, long-term care, liability insurance)
  • Estate planning guidance (estate plan, trusts, family legacy)
  • Tax planning strategies (charitable giving, tax loss harvesting, required minimum distributions, Roth conversions)
  • College planning
  • Executive benefit planning
  • Employee benefits analysis
  • Strategies for business owners (retirement plan options, etc.)
  • Inheritance strategy & management

Additional Information

I joined Robinson Smith Wealth Advisors in 2016 and am a Financial Advisor and the firm's Marketing Manager.  I have over 10 years experience working in fee-only wealth management and financial planning. Prior to joining Robinson Smith Wealth Advisors. I worked as a financial planner and investment analyst at two other fee-only financial planning firms in New England.  I earned a Master’s degree in Financial Planning from Bentley University and hold the Certified Financial Planner™ designation.  I served as Project Coordinator for NAPFA Genesis in 2011 and am also a member of the Financial Planning Association.

I make my home in Eliot, Maine with my husband, Matt.  We are the tired parents of two young children and two rambunctious dogs.  In a past life, I enjoyed golf, skiing, traveling, and dining out.  These days, I can be found soaking up as many special moments with my kiddos as possible and fitting in the occasional DIY/decorating project. 

 

NAPFA Start Date

October 04, 2017

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This Office

1 Harbour Pl Ste 12 Portsmouth, NH 03801-4094 Phone: (603) 427-8926