GOBankingRates > Articles by: Jeff Klauenberg
Jeff Klauenberg, MA, RIS, CFP and owner of Klauenberg Retirement Solutions, began his insurance career in 1983. His firm has continually aimed to be on the “cutting edge” of financial and retirement planning. Through the 1980’s he was an active member of the International Association for Financial Planning. In the 1990’s he became active with the Financial Planning Association, National Capital Area, and served on their Board of Directors for several years.For over ten years Jeff served as a finance officer for his church, managing their endowment fund investments.His fee-based firm specializes in managing the retirement years and transitioning wealth to the next generation. The firm is built around three focus areas that provide comprehensive ongoing management. 1-The financial plan is “state of the art” and is updated daily so the plan is always accurate. 2-Tax planning is ongoing and a part of every financial decision. 3-Asset management is long-term and “actively managed”. No part of a client’s retirement is static or “out of date”. This helps keep clients ahead of economic or financial changes and on target with their own personalized retirement plan.