Home | KLG Financial Solutions & Green Future Wealth

“We live in a world in which we need to share responsibility. It’s easy to say ‘It’s not my child, not my community, not my world, not my problem.’ Then there are those who see the need and respond. I consider those people my heroes.” Fred Rogers

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

KLG Financial Solutions

Financial Planning • Insurance • Tax Preparation • Investments

Welcome! KLG Financial Solutions is a financial firm that offers a multi-faceted approach to help meet clients' 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 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.

We are thrilled to announce that KLG Financial Solutions recently joined Green Future Wealth Management in a step to expand the financial care, planning and management we offer! To learn more about Green Future Wealth Management, please visit greenfuturewealth.com.

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Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

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COVID-19 Information

KLG Financial Solutions is aware of the public health concern due to the COVID-19 coronavirus, and we have a business continuation plan in place to serve our clients during this time. We continue to monitor the instructions and guidance of the CDC, and will adjust our policies accordingly. We have resumed in-person meetings and masks are at our clients' discretion. We continue to offer virtual or phone meetings if preferred.