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Klauke 投资和保险服务：您值得信赖的财务规划和财富管理合作伙伴
Klauke Investments and Insurance Services 是一家领先的金融服务公司，为个人、家庭和企业提供全面的投资管理、保险解决方案和财务规划服务。凭借 20 多年的行业经验，Klauke Investments 在为客户提供个性化建议和卓越服务方面享有盛誉。
在 Klauke Investments，我们了解每个客户都有独特的财务目标和挑战。这就是为什么我们采用全面的财富管理方法来考虑您的整个财务状况——从您的收入来源到您的支出、资产、负债、税收、风险承受能力、时间范围等等。我们经验丰富的顾问团队与您密切合作，制定符合您目标的定制投资策略，同时最大限度地降低风险。
无论您是希望通过明智的投资来增加财富，还是通过人寿保险或长期护理保险等保险解决方案来保护您的财富，Klauke Investments 都能满足您的需求。我们提供广泛的投资选择，包括股票、债券、共同基金、ETF、年金另类投资、托管账户、退休计划、大学储蓄计划、税收优惠投资、社会责任投资、影响投资、遗产规划、慈善捐赠策略、企业继任计划、风险管理策略、资产保护策略、税收-有效的投资组合构建 投资组合再平衡 绩效监控 市场趋势持续教育 经济指标 地缘政治事件 监管变化 税法变化等
我们的团队由 Mike Klauke 领导，他是一位经验丰富的顾问，在该行业拥有超过 20 年的经验。 Mike 致力于根据客户的独特需求为其提供公正的建议，而不是推销他们不需要的产品或服务。他拥有多个专业称号，包括注册财务规划师 (CFP)、特许人寿保险师 (CLU)、特许财务顾问 (ChFC)、认可投资受托人 (AIF)、退休收入认证专家 (RICP) 等。
Klauke Investments 隶属于美国最大的独立财务顾问网络之一 Advisor Group。这种从属关系使我们能够访问广泛的资源和工具，使我们能够为客户提供卓越的服务和价值。
我们位于威斯康星州奥纳拉斯卡，但我们为全国各地的客户提供服务。我们的团队致力于在信任、透明和问责制的基础上与客户建立长期关系。我们相信，通过共同努力，我们可以帮助您实现财务目标并确保您的财务未来。
总之，Klauke Investments and Insurance Services 提供：
- 全面的投资管理服务
- 保险解决方案，包括人寿保险和长期护理保险
- 根据您的独特需求量身定制的财务规划服务
- 由拥有多个专业称号的 Mike Klauke 领导的经验丰富的顾问
- 加入 Advisor Group，提供对各种资源和工具的访问
- 致力于在信任、透明度和问责制的基础上建立长期关系
立即联系我们进行免费咨询！
klaukefinancial.com
