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Why An Investment Advisor?

Client Centered

Consulting with an advisor at M. A. Kluemke & Associates can help you identify your needs in terms of retirement so you can build a path to get to where you want to be. We clarify many of the common misconceptions about the investment world and educate our clients so that they can make informed decisions about how to handle their money. As our relationship develops, and when things may change that impact you and your investments, we strive to keep you informed.

Many people believe that armed with information from the Internet, they can develop a financial plan for themselves without the assistance of a professional. The consumer may well be more educated about the various options, however, often times they fall short when it comes to determining the course that is best for them based on their unique circumstances. Articles written and posted on the Internet, even if they are not sales-oriented in nature, are developed based on someone’s perception of their own situation and perhaps the situations of others. They cannot take into account your situation, which we believe must be the foundation for solid financial planning.

An investment vehicle that may make sense for your circumstances, in a given stage of your life, may need to be adjusted or abandoned altogether as you near or enter retirement.

The biggest investment you will make working with us is your time. We spend a great deal of time with our clients to help them understand money saving options for their retirement and to build a trusting relationship. We look at the various strategies for money management, savings and investment, and, based on your own personal situation, we work with you to develop a plan that best suits you and your needs.

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