Founded in 1983, Klauenberg Retirement Solutions is an independent wealth management firm.  We specialize in managing retirement and wealth transfer for pre-retirees, retirees, and family-owned businesses.  Our goal is to strive for a “trouble free” retirement through a disciplined approach to managing risk, income, assets, and estate transfer.

Successful Wealth Management before and during retirement is a process, not a guessing game or one-time event.  Securing one’s retirement, particularly in uncertain and changing times, requires continuous oversight by an integrated team of professionals.  Our team of Certified Financial Planners (CFP Professional), Certified Income Specialist (CIS), and Certified Public Accountant (CPA)/Personal Financial Specialist (PFS), keep our clients prepared for changes in the economic environment and/or their personal circumstances.   We have the experience and the education to deliver what our clients life’s work deserves – “Retirement years that are comfortable and enjoyable.” Our personal service has earned a reputation for excellence and award winning service in our industry.  Jeff Klauenberg has received the 2011 Five Star Wealth Manager Award.  This group was selected from an independent survey of consumers and financial service professionals, which identified the top 5% of Baltimore Metropolitan Area Wealth Managers with the best client satisfaction.  (See Baltimore Magazine February, 2011). In May 2014, Klauenberg Retirement Solutions was one of twenty wealth management firms picked by Forbes Magazine to be highlighted in their Capital Region Financial Leaders section. Jeff is a co-author of the book "What You Don’t Know about Retirement Income will Hurt You", and authored “How to Properly Diversify Your IRA Account” (GoBankingRate.com).

Klauenberg Retirement Solutions

Org chart

Teams

Offices

Klauenberg Retirement Solutions

Org chart

Teams

Offices

Related companies