Our Mission Statement

M.A. Kluemke is committed to helping people plan for and achieve their retirement goals.  Essentially, we teach people how money works, which reflects our commitment to client education.  By establishing meaningful relationships with our clients, we provide the counseling and resources to identify their goals, envision their retirement years, and develop a blueprint for the rest of their life. 

Our clients come from all walks of life; they are white collar and blue collar, business owners and administrative assistants, lawyers and policemen. What each of our clients has in common is the process of planning for their retirement overwhelms them.  They all recognize at some point the need for help in navigating the many options are available. 

Each client deserves personalized attention when it comes to financial planning especially for retirement.  We know that life gets in the way and people put off planning for many reasons.  We take the time to get to know our clients, their obstacles and fears as well as their goals and dreams, so that we can help create a unique strategy that will guide them through the entire financial planning process.  We then provide them with advice to help plan for their retirement. 

Our commitment to our clients is to provide them with a plan for retirement that affords the lifestyle they deserve.