KLG Financial Solutions
Financial Planning* • Insurance • Tax Preparation • Investments*
Welcome! KLG Financial Solutions is an independent financial firm that offers a multi-faceted approach to help meet client’s growing financial needs. Our mission is to help clients develop and maintain a comprehensive financial strategy that may fit their unique situation. Karen's services cover all areas of financial management* including income tax planning, retirement planning, investment strategies*, risk management and estate preservation.
We established this website for current and prospective clients. If you are already our client, you will find access to your account information as well as a variety of educational resources and calculators. If you are considering using KLG Financial Solutions for your financial services, you will find information that explains who we are and how we can help you.
Please visit the site often as the content is constantly changing. For help with your financial services or for more information, please contact us today!
*These services are offered by Karen Geiling through her affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.
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Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Can you keep up with your children’s mobile slang?
At what point can you call a personal vehicle commercial?
Here are 4 great, and sometimes unexpected, places to raise a family.
Your credit score may influence how much you pay for auto and home insurance.
Here are six flags that may make your tax return prime for an IRS audit.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a few things to consider when buying or leasing your next vehicle.
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate