Plan For Your Retirement With Confidence
Trusted financial guidance and investment planning to help you feel confident in the future you’re building.
✔︎ Experience Clarity
✔︎ Focus on What Matters
✔︎ Protect Your Future
Long-term investment planning
to help preserve your wealth.
You need a disciplined, long-term investment strategy to help you pursue your retirement goals. But in the past, unreliable communication and impersonal service from your financial advisor have made you question if your advisor has your best interests at heart.
As an independent firm, we believe our clients trust us to help them reach success through honest and transparent advice.
Establish a financial plan that brings clarity.
At Klein Wealth Management, we put your needs first. With over 23 years of experience, we create tailored investment strategies to help preserve and manage your wealth.
FINANCIAL GUIDANCE
We create disciplined investment strategies (focused on long-term goals) and offer professional financial guidance to our clients.
RETIREMENT PLANNING
We help create a strategic retirement plan to help you feel confident as you approach your retirement years.
INVESTMENT STRATEGY
We design investment portfolios for our clients with low-cost mutual funds to help you work towards your goals.
“Sarah and Phil are a professional couple in their early 40s. They save diligently every month and want to be smart for their future. Although they don’t plan to retire for twenty years, they’re frustrated by the rate of growth in their savings account. We can help Sarah and Phil create a financial plan, identify their retirement goals and invest in low-cost, high-quality mutual funds. With a plan in place, Sarah and Phil can save and invest with confidence!”
“Dr. Robertson is a retiree who wants to pay for his 4 grandchildren to attend college. He’s invested with a financial advisor for the last decade, but he doesn’t feel like a priority anymore. And with his current advisor’s complicated pricing structure, he worries he’s paying higher-than-average fees. We can listen carefully to Dr. Robertson’s concerns, invest his hard-earned resources in lowcost mutual funds and always be available to answer his questions.”
“Paula and Rob are in their late 50s, and want the financial freedom to spend more time doing the things they love. They’ve saved a solid nest egg over their working years but they’ll need a revised investment strategy when they retire in 2 years. We can help Paula and Rob implement a financial plan that empowers them to do more of what they love: mountain biking and travel.”
Build a strong investment in your future.
1.
Identify Your Goals
In our first meeting, we listen carefully to help you identify your long-term goals and evaluate your current financial picture.
2.
create a strategy
With your unique goals in mind, we create an investment strategy based on your risk tolerance and structured around low-cost mutual funds.
3.
gain clarity
With a trusted advisor on your side, you’ll feel steadfast (even through changes in the market) as you navigate towards your retirement goals.
You deserve a financial advisor who has your best interests at heart.
Whether you’re looking to save for retirement, minimize your taxes or optimize your current investments, you want to invest your resources wisely. You need a financial advisor who can help you preserve and manage your wealth with a disciplined, long-term investment strategy. The problem is most advisors don’t take time to communicate with their clients consistently, especially as the years go on. Unreliable communication makes you feel unimportant and you wonder if your advisor has your best interests at heart.
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At Klein Wealth Management, we believe you deserve an experienced financial advisor who puts your needs first. As an independent firm, we believe our clients trust us to deliver honest, transparent and objective advice to help them work toward their goals.
For the last 23 years, we’ve helped families and individuals establish a financial plan that aims to bring confidence. Together, we can create a disciplined investment strategy designed to help preserve the retirement you’re working towards while aiming to save money on unnecessary fees.
SmartVestor Pro
JJ Klein is an LPL Financial advisor and Dave Ramsey SmartVestor Pro. When you work with a SmartVestor Pro, you receive client-first service focused on achieving your long-term goals.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Klein Wealth Management or LPL Financial.
The Klein Wealth Management Difference
We hold ourselves to a fiduciary standard and act with only your best interests in mind.
We set honest expectations for investments.
We value your trust. We thoughtfully explain your investment options and focus on creating a disciplined long-term strategy.
We offer low fees and a transparent pricing structure.
Most people don’t know what their advisors charge. Our simple pricing structure is competitive and easy to understand.
We provide reliable and consistent communication.
We monitor your investments regularly and we’re always here to address your concerns.
We invest in high-quality investments.
Our investment portfolios are structured around low-cost mutual funds and designed to help you save on unnecessary fees.
Protect the future you’re building.
