How does the advisor help clients – Key Takeaways:
KLEINHENZ & ASSOCIATES, LTD. is a reputable financial consulting firm that caters to a diverse clientele. With a team of experienced and knowledgeable advisors, the firm provides a wide range of services to help clients achieve their financial goals.
- Offers personalized financial advice tailored to each client’s specific needs and goals
- Utilizes a comprehensive approach, taking into consideration all aspects of a client’s financial situation
- Provides ongoing support and guidance to help clients stay on track towards their financial goals
Facts and Insights
KLEINHENZ & ASSOCIATES, LTD. has been in business for over 20 years and has a solid track record of success. This reputation has been earned by consistently providing expert financial advice and exceptional service to all clients.
The firm also stays up-to-date with the latest industry trends and market insights, allowing them to offer innovative and effective strategies to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20 years |
Financial Services Offered
KLEINHENZ & ASSOCIATES, LTD. offers a range of financial services to help clients with their various needs and goals. These services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
The firm serves a diverse range of clients including high net worth individuals, families, business owners, and institutions. KLEINHENZ & ASSOCIATES, LTD. is committed to providing personalized financial solutions to meet the unique needs of each client.
Fees & Compensation
KLEINHENZ & ASSOCIATES, LTD. operates on a fee-only basis, meaning they earn their income solely from the fees paid by clients for their services. This eliminates potential conflicts of interest and ensures that their advice is always aligned with the best interests of their clients.
Background
KLEINHENZ & ASSOCIATES, LTD. was founded by John Kleinhenz, a seasoned financial advisor with over 25 years of experience in the industry. He is a Certified Financial Planner (CFP) and has a strong background in wealth management, tax planning, and retirement planning.
The firm’s team of advisors also has extensive experience and qualifications, ensuring that clients receive expert guidance and support for all their financial needs.
Financial Advisor Disclosures to Know
KLEINHENZ & ASSOCIATES, LTD. prides itself on operating with the utmost transparency and integrity. As such, it is important for clients to be aware of the following disclosures:
- The firm has no legal or disciplinary actions against them
- They do not have any conflicts of interest with any of their clients
- There is no history of bankruptcy or insolvency