Financial Planning

While much of life is unpredictable, our expertise in financial planning will ensure that your short and long-term goals don’t have to be. We combine thorough financial planning with customized investing to help you identify and achieve your most important life goals.

Customized Planning.

Our detailed planning process allows us to completely understand your personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to:

  • Create customized investment portfolios.
  • Help minimize tax liabilities inside and outside of your portfolios.
  • Advise clients on estate planning with the assistance of our expert partners.
  • Advise on tax-efficient, impactful philanthropic strategies.
  • Analyze existing risk mitigation and insurance strategies.
  • Review existing debt and liability structures to determine if better options can be utilized.

Advice that Serves You.

The guidance that results from our planning process is based on the sole criteria of helping you meet your goals. Are you focused on retiring comfortably, selling or exiting a business or leaving a lasting legacy? We always recommend the most appropriate , most cost-efficient products and solutions—and never those that don't help you reach your objectives.

Seeing the Big Picture.

At Kleinfelder Capital, we recognize that your financial life isn't one-dimensional. Using our deep expertise in investing, tax management, risk mitigation and other areas, we coordinate all the elements of your financial life in order to help you reach your bottom-line goals and achieve peace of mind.

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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