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Our Services

Financial Services:  KLG Financial Solutions can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, planning for a college education, or preparing for your family's future.

Retirement Planning:  Most people who retire today will live at least 20 years after they stop working. Even if you are covered by Social Security and a company pension plan, you may not have enough to retire and live the lifestyle you desire. Do you know how much you need for retirement?

College Planning:  Funding* your child's education may be one of the most important expenses you will face.  A college education can greatly increase your child's earning potential over a lifetime.  However, due to compounding, the longer you wait to start a college savings plan, the more money you may have to save.  Although the most important considerations in choosing a college program are educational, there are financial ones as well.  With our help, you and your family can better understand the costs of a college education and evaluate ways to start saving.

Insurance:  KLG Financial Solutions offers choices from a variety of carriers for Life, Disability, and Long-Term Care Insurance.  Do you have the right amount of insurance?

Taxes:  KLG Financial Solutions can provide the following tax services to individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing.

Additional Services

  • Fee Based Planning Asset Management*
  • Investments Including:  Mutual Funds, Annuities, and Partnerships*
  • Asset Allocation*
  • Portfolio Rebalancing*
  • Quarterly Performance Reporting*
  • Legacy Planning
  • Cash Flow Analysis
  • Business Consulting
  • IRAs: Rollover, Roth and Traditional*
  • Company Retirement Plans:  401k's, SEP and SIMPLE IRAs*
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    *These services are offered by Karen Geiling through her affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.

    Asset Allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.