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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Acceleration

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Expectancy

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

More Calculators →

Newsletters

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.

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

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