And we do it all clearly and with purpose.
Protection Planning
Insurance transfers the financial risk of life’s events to an insurance company. The planning of long term goals range from preserving and protecting your property, money during your lifetime as well as for your beneficiaries.
Life insurance has the potential to offer protection at a crucial time for those who matter the most to us. Life insurance needs are different at different times in life.
During working years, life insurance may be able to help your loved ones avoid drastic changes in lifestyle in the event of your passing. Regardless of your life stage, consider reviewing your life insurance needs annually to account for changes in your family situation.
Announcing the launch of our new MEDICARE SUPPLEMENT INSURANCE SOLUTIONS. So many choices can be confusing. Not sure where to start? Let us help you plan and select the right option meant especially for you. Whether you are just starting, already enrolled or have been on supplement packages for years, we can explain all the options.
ABOUT US
Our Mission is to understand and serve the financial needs of our clients with quality solutions and compassionate care.
Tax, Accounting, & Business Services Offered Through L. Klein & Co., P.C., a registered CPA firm.
Financial Services offered through Klein Financial Services, L.P., not a CPA firm.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Securities offered through J. W. Cole Financial, Inc. (JWC) Member
FINRA/SIPC. Klein Wealth Management, L. Klein & Co., P.C., and Klein Financial Services, L.P. are not affiliated with JWC/JWCA
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Klein Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state
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