Brian Klemczak
Partner, Wealth Advisor at Washington Avenue Advisors
- Role
- Financial Advisor at Washington Avenue Advisors
- Location
- Lansing, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brian Klemczak
You’re used to being prepared, and you know that planning and organization are potential…
Experience
Financial Advisor
Sep 2016 — Present · Lansing, MI, US
Skills
- Asset Allocation
- Mutual Funds
- Term Life Insurance
- Series 7, 66 Registrations
- Pension Plans
- Supplemental Retirement Income
- Tax-Deferred Savings
- College Funding Strategies
- Estate Planning
- Iras (Traditional & Roth)
- Informal Business Valuation
- Universal Life Insurance
- Disability Income Insurance
- 401 (K), 403 (B), Sep & Simple Iras
- Income Protection
- Survivor Income
- Wealth Accumulation
- Financial Needs Analysis
- Annuities (Variable & Fixed)
- Long-Term Care Insurance
- Whole Life Insurance
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