Integrity, Independence, Guidance


Do financial worries keep you up at night?

What priorities are most important to you in your investing?

Are you moving toward meeting your personal goals and objectives?

Has your financial situation been impacted by a life change?

Where do you want to be in three years and in ten years?

Do you have a plan?

Palmer Klaas Financial Group helps people like you find answers to important questions like these. Working with a variety of vehicles, and drawing on nearly four decades of experience, we help our clients with financial planning, investment management, tax reduction, optimizing social security withdrawal options, long-term care protection, life insurance, estate preservation and more. We help our clients develop a plan, and keep them on track to reach their goals.

Securities offered through American Portfolios Financial Services, Inc.

Member FINRA/SIPC.  Investment advisory services offered through Regal Investment Advisors, a SEC Registered Investment Advisor.

Palmer Klaas Financial Group, L.L.C. and Regal Investment Advisors are independent of American Portfolios Financial Services, Inc.

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