About Kelly Klingaman Financial Planning LLC
Kelly Klingaman Financial Planning LLC is a reputable financial planning firm that has been providing expert guidance and support to clients for over 10 years. Led by experienced financial advisor, Kelly Klingaman, the firm serves a diverse clientele and offers a range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial planning and guidance
- Customized and personalized financial strategies
- Experience with a diverse range of client needs
- Comprehensive services to aid in financial success
Facts and Insights:
Kelly Klingaman Financial Planning LLC has been in business for over a decade, providing outstanding financial services to clients. Their team consists of experienced financial advisors who are dedicated to helping clients achieve financial success. The firm has a proven track record of creating customized financial plans for clients that align with their individual needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10+ years |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
Client Types:
- Individuals
- Small business owners
- Families
- High net worth individuals
- Retirees
Fees & Compensation:
Kelly Klingaman Financial Planning LLC operates on a fee-only model, meaning they do not earn commissions from financial products or referral fees. Instead, they charge a percentage of assets under management. This aligns their interests with their clients’ as they have no incentives to sell certain products or make unnecessary trades.
Background:
Kelly Klingaman, the founder and lead financial advisor of the firm, has been in the financial industry for over 15 years. She holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning. She is also a Certified Financial Planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know:
Kelly Klingaman and her firm pride themselves on transparency and hold a strong commitment to acting in the best interest of their clients. They have no disclosures or disciplinary actions on their record, further proving their trustworthy and ethical approach to financial planning.