• Welcome to Klauenberg Retirement Solutions

    Klauenberg Retirement Solutions is an independent retirement wealth management firm. We specialize in managing all aspects of retirement and wealth transfer for pre-retirees (within ten years of retirement), retirees, and family-owned businesses. Our goal is to strive for a “disaster-proof” retirement through a disciplined approach to managing risk, income, assets, and estate transfer. Our focus is on asset management, income planning, health care options including Medicare supplements, long-term care, final expense, legacy, and estate planning.

    By being independent, we can provide fee-based financial planning services to our clients free from the conflict of interests of institutional asset managers and are able to maintain full objectivity throughout the financial planning and investment process. Our clients’ best interests always come first as we act as their fiduciary.

    Life is dynamic and ever changing. As your wealth grows, your financial lives become increasingly complex and you can be faced with an array of complicated decisions every day. Financial decisions need to be made about taxes, retirement, business, investments, children, and aging parents; all of which can be time consuming and overwhelming. That’s where we, Klauenberg Retirement Solutions, come in. We do not focus on just one financial area, such as investments or insurance. We are a team of experts who specialize in providing customized Comprehensive Wealth Management Services. By focusing on the total picture it helps lead to a more predictable experience. By being your total Retirement Planning Partner, we help you focus on the more important things in retirement while we focus on “making the retirement years comfortable and enjoyable” for you.

    Successful Wealth Management during retirement is a process, not a onetime event. Securing one’s retirement, particularly in uncertain times, requires continuous oversight by an integrated team of professionals who are also able to provide insightful advice and timely execution against an agreed upon set of goals. With a Certified Financial Planner (CFP professional) who is also a Certified Income Specialist (CIS), a Certified Public Accountant (CPA), and the ability to coordinate your program with attorneys*, you will always be prepared should the economic environment or your personal circumstances change. If life is ever changing, shouldn’t your wealth management plan reflect that?

    *Provided through a networking arrangement.

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