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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

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

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Newsletters

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

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