Broker Check

Andy Klinker

(260) 420-0768

Services

While I have the capability to serve a wide range of individuals, I have focused my practice around helping pre-retirees and retirees prepare for and live in retirement. This important milestone requires diligent planning and a high level of support. My retirement planning services include:

  • Income Planning
  • Benefits Plan Optimization
  • Social Security
  • Investments and Asset Management
  • Estate Planning
  • Insurance (Life, Health, Long-Term Care)
  • Principal Protection and Growth Strategies
  • Risk-Based Portfolio Models
  • Gifting, 529 Plans, and Other Wealth Transfer Strategies

I also help a number of young families who are motivated to save for long-term goals such as college funding and retirement. I will help you create a plan that gives you a clear vision of your financial future and guide you through every step of the way. Contact me today to get started.