Bob K.
CEO, Senior Wealth Manager | \"Build Wealth. Retain Wealth.\"
- Role
- CEO, Senior Wealth Advisor at All Star Financial, Llc
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Bob K.
It\'s not what you make. it\'s how much you KEEP.\"-Bob Klefsaas I\'m a…
Experience
CEO, Senior Wealth Advisor
Jan 1990 — Present
Build Wealth. Retain Wealth.As independent, fee only advisors, we achieve your goals through “SAFER GROWTH”.In order to accomplish this, we believe that “it’s not what you make- it’s how much you KEEP!” – Bob Klefsaas, Founder & President of All Star FinancialThe reason for All Star Financial is simple: you\'ve got a life - a career, a family and a future. Success brings wealth, but managing wealth can be a job in itself - a job requiring a very different set of skills than you probably used to acquire your wealth. With your family\'s future security at stake, managing your investment portfolio deserves constant, expert attention. Just as you\'re an expert in your field, we\'re experts in ours. Our expertise as wealth managers includes asset management, financial planning, and tax planning and preparation. We serve a select register of clients, allowing us to offer you greater individual attention than a brokerage firm or other fee only advisors. Since 1990, the All Star team has earned a remarkable reputation as wealth managers by working hard at client service and portfolio performance. We have proven to be more than capable of providing a steady hand through turbulent times. Using our own exclusive evaluation method, we analyze your current financial situation, within the context of your dreams and aspirations, to help you determine what your financial goals should be. Then we provide the discipline, expertise and monitoring it takes to ensure those goals are met.
Skills
- Comprehensive Wealth Management
- Economics
- Strategic Planning
- Estate Planning
- Registered Investment Advisor
- Employee Benefits
- Fiduciary Role
- 529 Plans
- Morningstar
- Professional Networking
- Retirement Planning
- Income Tax
- 401k Rollovers
- Entrepreneur
- Retirement Income Distribution
- Certified Financial Planner
- Aif
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