At Klemme & Co we focus on serving the accounting and financial services needs of a diverse clientele.
With careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs, develop a plan and help you solve any challenge life brings. From detailed accounting and analysis to education, retirement, and estate planning services, we can help you to achieve your goals.
Debt and Financial Services
Many Americans are feeling the pain of large credit card or student loan balances, or are dealing with high mortgage-related or medical expenses, and can't see a way to resolve them. At Klemme & Co we offer complete experienced, responsive debt and financial counseling and help you arrange appropriate resources. We provide sensible and sensitive budgeting and planning assistance, helping you develop a plan to a healthier financial future.
Retirement Planning Services
It is never too early to start planning for retirement if you want to maintain your current lifestyle, or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. We review the differences between retirement plans, including standard IRAs, tax-deferred annuities, Roth IRAs and other plans with you.. No matter where you are now – whether just starting out or close to retirement age - we can analyze your current positions and needs and help you towards your retirement dreams.
Estate Planning Services
You've worked hard to achieve success and build wealth, and comprehensive estate planning is a common-sense way to ensure that your hard-earned assets and the people you love are both protected in the future. Effective estate planning is critical to conserve your assets, both for you to enjoy in retirement and for the next generation, and to minimize the impact of estate and inheritance taxes on your beneficiaries. Klemme & Co P C has the knowledge and experience to help you formulate a successful plan for the future. We can review your financial position, recognize and minimize or eliminate potential liquidity issues caused by federal and state estate taxes, and employ a wide array of instruments such as trusts and charitable entities to maximize your assets and protect your beneficiaries.