Our Services

KLK Process

At KLK Capital Management, we provide you with a full service platform of wealth management solutions that are personalized to meet your short-term and long-term financial goals.

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