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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*

 

*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.