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Investment Management
At Klein Financial Advisors we believe that a personalized investment strategy is essential to your long term financial security. We take into account your individual financial situation to identify an investment plan consistent with your risk profile, time-horizon, values and goals and utilize academically researched strategies and institutional class investment vehicles to put your plan into action. Your investment plan may include your retirement accounts, real estate and other assets. Our consultative approach helps you understand the trade-offs between potential return and portfolio risk as you seek your personal objectives.
Financial Planning
Sound financial planning reduces taxes, creates confidence and makes investing more satisfying. We start with your vision, clarify your goals and customize solutions to use your money wisely and effectively. Our services include; retirement/goal planning, insurance review, business planning and estate planning.
Tax Planning and Preparation
We believe tax planning is an important component of financial success. We help plan and implement tax strategies that help you keep more of what you earn. We can coordinate return preparation as part of our full-service. If your returns are audited or examined, an enrolled agent will be able to represent you. We help you with the best audit protection there is - excellent record-keeping.
Divorce Decision Making
Our firm researches and analyzes personal, business and tax issues related to divorce. Our mission is to help individuals, couples, divorce attorneys and divorce mediators to achieve fair and workable settlements and to enable you to move forward with dignity and confidence.
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©2010 Klein Financial Advisors, Inc. All rights reserved.
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