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.
- 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*
*These services are offered by Karen L Geiling through her affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.
Asset Allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.