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M.A. Kluemke and Associates

Why we choose to educate

The answer to this is in our mission statement. Here at M.A. Kluemke & Associates, we are committed to helping people plan for and achieve their retirement goals.  To do this, we teach people about how money works not only on a one-on-one basis, but also in classroom settings. 

Because the foundation for our service is education, we are pleased to offer our exclusive Retirement Planning Today® classes. These no obligation educational classes are available for individuals and couples. The classes are designed to get you thinking about what is or will be important to you in your retirement.

You can register for two, three-hour sessions for $59 (you may bring a spouse or partner for no additional charge) and discover more about planning a secure retirement than many people learn in a lifetime. Our next dates are coming quickly. You can select from Saturday, January 27 and February 3, 9am to 12pm or Tuesday, January 30 and February 6, 6.30pm to 9.30pm. Both are to be held at Lincoln Land Community College.

Course topics include:

  • Life Planning for Retirement
  • Retirement Needs & Expenses
  • Retirement Income Sources
  • Investments
  • Retirement Plan Distributions
  • Risk Management & Asset Protection
  • Retirement Roadblocks & Mistakes
  • Estate Planning

In addition to our general public classes, we also provide classes that can be brought to your worksite for both you and your employees. We care about the welfare of your employees and know that answering some of their retirement questions will result in a more productive and dedicated staff.  These classes are also flexible enough to fit in with your schedule and needs.

We also understand that our clients, and potential clients, come from all walks of life whether white collar, blue collar, doctors, lawyers, business owners, mothers, fathers, or recent graduates.  While their backgrounds may be different, they each share the same overwhelming feeling that can often come with the process of planning for retirement and each deserve personalized financial planning attention.  Through client education, we’re able to establish meaningful relationships so that we can effectively provide counseling and the resources needed to identify goals, create a vision for the retirement years, and develop a blueprint that sets out a plan for the next chapter of life – a retirement that’s fulfilling.

If you need help or have questions, please call us for at 217.679.1043 or e-mail info@makluemke.com.  For updates regarding our classes, please visit our online calendar.

By Erin Gutzman

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck