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Financial Planning

At Klein Financial Advisors, we provide highly personal fee-only financial planning services based on the premise that sound financial planning creates confidence, reduces taxes, and makes investing more satisfying. Using our personalized planning process, we build your financial plan around your vision and your goals to create customized solutions for wise and effective money management. Throughout the process, we encourage you to ask questions—even those you find most challenging. As a result, we believe we'll be able to deliver a strategy around your visions and goals to create customized solutions with the objective of growing your money wisely and effectively.

Our financial planning services include:

  • cash flow advice
  • college funding
  • long term care & life insurance review
  • retirement & goal planning
  • business growth planning
  • tax planning
  • estate planning & charitable gifting

Contact Us

4299 MacArthur Boulevard
Suite 100
Newport Beach, CA 92660
Phone: 949-477-4990
Fax: 714-464-4481
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lauren S. Klein, President, Klein Financial Advisors, Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Read More >