For over thirty years Jeff Klauenberg, MA, CIS, CFP®, has focused on finding solutions to retirement problems. Trained as a clinical psychologist, he attacks retirement planning problems by first understanding the client's concerns and then developing strategies to eliminate those concerns. By becoming a Certified Income Specialist and a Certified Financial Planner®, Jeff extended his education beyond his Masters degree in Clinical Psychology. This combination of disciplines gives him the comprehensive and current knowledge to develop creative solutions for his clients' retirement and estate planning needs.
We often conference call with our clients' HR representatives and their 401(k) providers to discuss plan options and costs.8 November 2019