Business Solutions

As a business owner or corporate executive, we know that what you have built is a part of you and your legacy. We offer a full suite of services to individuals and institutions including customized strategies and recommendations that are woven into your comprehensive financial planning and investment management services.

Executive Benefits

You are a leader in your field, leave the complexities of your corporate benefits package to us. We utilize significant tax strategy and a comprehensive understanding of executive compensation packages to help you leverage its full potential.

  • Pension and 401(k).
  • Stock Option Exercising.
  • Deferred Compensation Plans.
  • Restricted Stock Awards.
  • Incentive Based Plan and Performance Units.

Employee Retirement Plans

A well-chosen retirement plan is one of the most valuable benefits that business owners can provide--both to themselves and to their employees. At Kleinfelder Capital, we provide the guidance to help you choose a plan that will build and protect wealth most efficiently and cost-effectively.

Plan Selection and Monitoring.

Because we understand the ins and outs of different kinds of retirement plans, we are able to accurately match particular plans with your specific goals. The plans we recommend include:

  • Profit sharing plans
  • Defined benefit plans
  • 401(k) plans
  • IRAs (individual retirement accounts)
  • SEP (simplified employee pension) plans
  • SIMPLE (Savings Incentive Match Plan for Employees) IRAs

Education and Advice.

We also provide education to help employees make the most of the plan you've chosen to provide. And our advisory services are available to help each individual reach investment goals within their retirement accounts. Our guidance includes:

  • Asset allocation: How to diversify your portfolio across asset classes to help achieve your goals with the least possible risk.
  • Investment recommendations: We provide guidance about choosing individual funds and other investments within your asset allocations.
  • Rebalancing: Market changes and other factors can push your asset allocation from its original balance. We monitor your portfolio and recommend periodic rebalancing to ensure you maintain an optimum mix of investments.

Kleinfelder Capital, Inc.
(513) 808-9700 | This email address is being protected from spambots. You need JavaScript enabled to view it.

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