For nearly 40 years Palmer Klaas has been working diligently on behalf of his clients to earn his reputation for integrity and solid results. He has a passion for helping people achieve their investment objectives, build their portfolios and minimize tax burdens. Palmer understands that becoming a trusted advisor begins with listening intently to clients, helping them identify their goals and creating a plan to achieve success.
At Palmer Klaas Financial Group, our mission is to provide a financial plan for you – a plan that is tailored to reflect your unique needs and goals. Rather than focus on where you have been, we focus on where you want to go by guiding you in all aspects of your financial life. To us, success is a well-served client; one who is moving toward financial peace.
Early in the process, we work with our clients to develop a detailed goals analysis. This overview of your financial status, risk tolerance and life goals gives us the information we need to prepare a blueprint; a formal, written analysis with a specific action plan.
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