Palmer Klaas Financial Group, LLC

Palmer Klaas Financial Group helps people like you find answers to important questions like these. Working with a variety of vehicles, and drawing on nearly four decades of experience, we help our clients with financial planning, investment management, tax reduction, optimizing social security withdrawal options, long-term care protection, life insurance, estate preservation and more. We help our clients develop a plan, and keep them on track to reach their goals. Services There are many financial products available in the market, so choosing the options that best meet your needs can be daunting. Informed decisions about the products in any portfolio are best made after an intelligent assessment of individual needs. Once we’ve met face-to-face to gain this detailed assessment, you will be better informed when the time comes to evaluate our recommended products and services, and select those that address your unique situation. Palmer Klaas Financial Group is experienced in a range of important financial areas, including: 401(k) retirement plans Individual Retirement Accounts 529 qualified tuition plans Social Security expertise - can provide Social Security Analysis Report Annuities – variable and fixed Mutual funds U.S. Treasuries Securities Simplified Employee Pension (SEP) Plans Other retirement savings plans designed specifically for employee groups Life insurance Long-Term Care protection Tactical managers

Address: 4615 East State Street, Suite 200 Rockford, Illinois 61108 USA

Phone: +1 815 391 8084
FAX: +1 815 391 8089