At M.A. Kluemke & Associates, we believe our first obligation is to identify our clients’ individual needs and educate them about the strategies available for their use. We are then able to advise on financial processes that are suitable. Our role is that of an advocate not a salesperson. Our goal is to help clients live comfortably in retirement. We gain a great deal of satisfaction when we are able to help our clients.
We take a holistic approach to the process. Our commitment to the planning process means we are willing to work with other professionals that our clients know and trust. We regularly work with tax and accounting professionals, banks and lenders, attorneys, property and casualty agents, and other professionals who help to guide clients as they plan for retirement.
At M.A. Kluemke, we have relationships with several investment and insurance companies, allowing us to recommend products and services that best fit our clients’ needs. Our relationship with Cetera Advisor Networks opens the door for our clients to access financial solutions from a wide range of well-known companies.
Our goal is to help you understand the opportunities and potential rewards that are available to you when you take a proactive approach to your personal financial situation, and then to help you put your plans into action.