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At our company we not only help you plan for your current business and personal needs, we help you use that planning to your financial advantage.
And we do it all clearly and with purpose.

Investment Planning

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

INVESTMENT
While there is much to learn about how markets operate and function, understanding a few sound strategies may be enough to help you get started on the process.

First, don’t time the market. Second, review your asset allocation. Asset allocation is the process of dividing your investment dollars among various asset classes.Third, choose appropriate investments based on your individual situation. Fourth, remember dollar-cost averaging. In short, dollar-cost averaging is the process of investing a fixed amount of money in an investment vehicle at regular intervals, no matter the price. Fifth, consider rebalancing your portfolio. Over time, a portfolio’s risk profile may adjust due to the performance of certain investments. Putting together a sound investment strategy can make your investment efforts much more effective.

Market Watch

Do you have questions? Reach out to us and we can help!

ABOUT US

Our Mission is to understand and serve the financial needs of our clients with quality solutions and compassionate care.

CONTACT

1427 Keefer Road
Texas, TX 77375
(281) 370-0300
info@kleinwealthmgmt.com

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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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