At Kleinfield Wealth Group we start out with the premise that each of our clients has their own unique personality and set of financial planning needs.
When you consider working with Kleinfield Wealth Group and Raymond James you will find a dedicated and devoted team of experienced people who strive to provide a superior level of service and commitment to assisting you meet your personal financial goals. The phrase, Your Success is Our Greatest Accomplishment is not just a motto, it is what drives us to provide the very best in personalized service to you.
As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
