4824 E. Baseline Road, Suite 135
Mesa, AZ 85206


(480) 981-1333


(480) 981-1413


I always say that I am going to start putting money away for my retirement and never seem to have the extra money to do it.

Our process is designed to help create greater wealth with little to no additional outlay. This process is designed to make your dollars work better, enabling you to start providing for the future.

If I already choose my own investments or use my broker recommendations, why should I meet with you?

Some advisors and other financial professionals focus on only one or two aspects of your financial life. We evaluate and coordinate ALL aspects of your financial life. We're not here to replace all the members of your team or products that are working well for you. By utilizing a holistic view we work at making your money more efficient and productive. Our expertise goes beyond just the picking of products. Like a game of chess, we focus on understanding how all of your financial vehicles, wills, insurances, and debt structures should work together. We also assist your other advisors to perform for you at a higher level.

What are the types of things you will do during the process?

To help create maximum wealth with the money you will receive over your lifetime, we have to evaluate all items, including income and expenses, lifestyle, college and retirement goals. We will put together written strategies with simple and easy to follow recommendations. You will see what areas are deficient in your current plan. We will continually inform and update you. We will communicate and answer questions in easy to understand language.

What questions will be answered during the process?

  • Given my current planning, am I betting my results on the idea that taxes will be lower in the future than they are today?
  • Will I be in the lowest tax bracket when I retire?
  • How does all this fit together and is it working to meet my future retirement goals?
  • Why has no one pointed this out to me before?
  • You will have a basic understanding of why I recommend certain plans and strategies. I want you to understand how they work and why they are important to your financial success.

How do you differ from some financial professionals?

Some financial plans are only concerned with dollars and cents.  We realize that this is only one aspect of comprehensive planning.  Our goal is to create a plan that supports what you care about most such as educating your children, being financially stable after retirement, and properly distributing your wealth.

What will it cost for you to do the financial analysis?

You will receive planning and strategies for no initial costs or charges.  We do not want any of our clients to have a financial risk or obligation for us to do planning.  We will assume the financial risk for our time.

Who decides what portions of the plan to implement?

You must feel good about the plans and strategies and implementing the recommendations.

Will I be pressured into making any decisions?

At no time will we pressure you into making a decision.  We will always support you in doing what you feel is best for you.

Why Klein Financial?

Our experience, knowledge and hands-on approach will provide you and your family with access to a professional financial representative who will become the macro-manager for your financial future. One of the single biggest advantages of working with us is our independence. We have no preconceived plan as to what your strategy or objective should be. Instead, we will help you discover through an educational process, how you could achieve your dreams and confidently help to meet your goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck