Klein Financial Planning & Consulting in Mesa, AZ


Financial Planning for the East Valley
Business Owner and Professional


Klein Financial specializes in meeting the financial needs of business owners and professionals. We provide financial planning with two objectives: to minimize risk and maximize wealth. At Klein Financial, our team of experienced professionals offer financial advisement regarding  life insurance, health insurance, disability insurance, retirement planning, and investments and work diligently to ensure our clients meet all of their financial needs. Our services are  provided to business owners and their employees. To learn more about the products and services we offer, please click on the link entitled "Our Services."

For a free, no obligation review of your financial needs or for more information, please give us a call at (480) 981-1333.


Investment Advisory services are offered exclusively through

Hornor, Townsend, & Kent, Inc.
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Life Insurance Goes to College

Life insurance is usually thought of in terms of tragic outcomes, but if life goes as planned, you may still be able to use it to send your kids to college.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

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