Retire From Work – Not Life
I assist my clients in quantifying their life’s aspirations and financial responsibilities, and developing a strategy that empowers them to realize these objectives. With a lifelong plan in place, my clients have greater confidence in the future, regardless of what the markets may be doing today.
Click on the icon below for the:
The U.S. Department of Labor (DOL) has issued its final fiduciary rule governing how investment professionals provide advice to Americans who are saving for retirement. Please review the DOL overview handout for more information, and contact me with any questions.
Fiscal stimulus is set to take the baton of support for the U.S. economy from the Fed, and financial markets are brimming with confidence that growth will ratchet up. We look at the effect this is having on bond yields and the likely outcome for rates from here. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation click on the Contact Me box.
Gary Kleinschmidt is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, FL, IA, IL, IN, KS, MN, NC, NY, OH, OK, TX, WA, WI
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.