The Planning Process

At M.A. Kluemke & Associates, we spend a great deal of time with our clients at the beginning of our relationship.  The planning process is intricate, and typically involves the following steps:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

We are privileged to have the opportunity to make a difference in people’s lives by helping them establish goals and a means to achieve their dreams in their retirement years.