Our Services



At Klinkhammer Financial, we are dedicated to helping you, your family and or your business identify and pursue your goals for a secure financial future. 

With a wealth of knowledge in the following key areas, our team of advisors can educate and work with you to develop a plan utilizing:

  • Wealth Management
  • Investment Advisory Services
  • Generational Transfer of Wealth
  • Retirement Planning
  • Comprehensive Financial Planning
  • Estate Planning
  • IRAs
  • 401(k) Plans & 401(k) Rollovers
  • Stocks, Bonds, ETFs
  • Mutual Funds
  • Business Continuity & Succession Planning
  • Life Insurance Planning
  • Disability Insurance Planning
  • Long Term Care Insurance
  • Executive Compensation/Deferred Compensation Plans
  • Buy/Sell Agreements
  • Key Person Life Insurance
  • Executive & Employee Retirement Plans
  • Annuities: Fixed & Variable
  • College Funding Strategies & 529 Plans

Our proven method includes a needs based fact finding approach. We will work together with you to identify and focus on your unique financial goals and objectives. We have developed a step by step process that will address your needs.

  1. Discuss and Evaluate Your Current Situation - Gain a clear understanding of your current situation, as well as your financial objectives.
  2. Introduce You to Solutions - Research and develop plans for you to gain a better understanding of the options available to you to effectively meet your objectives.
  3. Implement and Monitor the Plan - Take action and implement the plans that will most effectively drive you to your financial objectives, monitoring and altering them as we continue to work together towards your secure financial future.