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DEDICATED TO YOU, FOCUSED ON RELATIONSHIPS, SOLUTION ORIENTED

At Kratos Financial, we understand that planning for your financial future can be overwhelming. That's why we're here to guide you through the process, providing personalized solutions to help you achieve your financial goals.

Our Services

We offer a range of services designed to help you build and secure your financial future. Our experienced team is dedicated to providing expert advice and tailored solutions to meet your unique needs.

Retirement Income Planning

As a Retirement Income Planner in Surprise, we help individuals and families plan for a secure financial future. Our goal is to help you build a sustainable income stream that will last throughout your retirement years. We use a comprehensive approach, considering your income, expenses, and goals to create a personalized plan that aligns with your financial objectives.

Wealth Solutions

In addition to retirement planning, we offer a range of wealth solutions, including:

Mortgage Protection

As a licensed life insurance agent, we can help you secure your mortgage with a life insurance policy that provides financial security for your loved ones in the event of your passing.

Life Insurance

Our life insurance services are designed to provide peace of mind, knowing that your loved ones will be protected financially in the event of your passing.

Annuities

An annuity is a financial product that provides a guaranteed income stream in exchange for a lump sum or a series of payments. We can help you determine if an annuity is right for you and provide expert guidance on the best options for your situation.

College Fund Planning

Planning for your children's education is essential to ensure their financial security in the future. We can help you create a college fund plan that aligns with your goals and financial situation.

About Bonnie Clark

As the founder of Kratos Financial, I, Bonnie Clark, have a passion for helping individuals and families achieve their financial goals. With over two decades of experience in the financial industry, I have built a reputation as a trusted advisor, guiding my clients towards financial security and peace of mind.

What Sets Us Apart

At Kratos Financial, we are dedicated to providing personalized service, taking the time to understand your unique needs and goals. We use a comprehensive approach, considering your financial situation, income, and expenses to create a tailored plan that aligns with your financial objectives.

Testimonials

Don't just take our word for it! Our clients rave about our personalized service and expert advice.

Get Started Today

Take the first step towards securing your financial future. Contact us today to schedule a consultation and let us help you achieve your financial goals.

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