Broker Check

Andy Klinker

(260) 420-0768

How I Do Business

When thinking about investing or working with a financial planner, many people feel overwhelmed because they don’t understand the process or details. At KWMG, I want to change this. Together, we will work through a detailed financial planning process. My steps include:

  1. I explain what I do and how I do it. We will lay out the expectations you have when working with me.
  2. After discussing our roles, we decide if our relationship would be a mutually-beneficial one. I work best with clients who value professional knowledge and want a long-term, trusted relationship with their advisor.
  3. From there, we work together to craft a plan that aligns with your needs, goals, and aspirations. I map out options and potential solutions that will optimize your outcome.
  4. I will then present those potential solutions to you and help you identify and prioritize the solutions that are the best fit for you and your family.
  5. Finally, we proceed with the implementation process. We meet periodically to review and track progress of your situation and the solutions in place.

By choosing to work with me, you can feel confident knowing I’m committed to providing you a simplified process that breaks down many of the complexities of financial planning.