Our Services

KLK Process

KLK Capital Management LLC offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services (“Diversify”) an SEC registered investment adviser.

Here’s what we can do for you:

INDIVIDUAL PLANNING

Investments

  • Stock and Bonds
  • Business Developement Companies
  • Mutual Funds
  • Annuities
  • Index and Exchange-Traded Funds

Retirement & Estate Planning

  • Wealth Management
  • Tax Strategies
  • Financial Plans and Analysis
  • Charitable Planning
  • Distribution Strategies
  • 401k Rollovers
  • Traditional and ROTH IRAs
  • Estate Planning
  • Real Estate Planning

Insurance & Asset Protection:

  • Disability Insurance
  • Long-Term Care Insurance
  • Life Insurance
  • Health Insurance

BUSINESS PLANNING

Retirement Plans

  • 403(b) Plans
  • Simple IRAs
  • Pension Plans
  • Employee Education Programs
  • 401(k) Plans
  • Profit-Sharing Plans
  • Individual(k) Plans
  • SEP IRAs

Executive and Key Personnel Plans

  • Business Continuation Plans
  • Buy-Sell Funding
  • Executive Bonus Plans
  • Key Person Protection
  • Deffered Compensation Plans

Insurance Plans

  • Long-Term Care Insurance
  • Supplemental Insurance
  • Group Life Insurance
  • Group Disability Insurance
  • Health Insurance