Integrity, Independence, Guidance

Services

There are many financial products available in the market, so choosing the options that best meet your needs can be daunting. Informed decisions about the products in any portfolio are best made after an intelligent assessment of individual needs. Once we’ve met face-to-face to gain this detailed assessment, you will be better informed when the time comes to evaluate our recommended products and services, and select those that address your unique situation.

Palmer Klaas Financial Group is experienced in a range of important financial areas, including:

  • 401(k) retirement plans
  • Individual Retirement Accounts
  • 529 qualified tuition plans
  • Social Security expertise - can provide Social Security Analysis Report
  • Annuities – variable and fixed
  • Mutual funds
  • U.S. Treasuries Securities
  • Simplified Employee Pension (SEP) Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-Term Care protection
  • Tactical managers

Securities offered through Regulus Advisors, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors LLC., an SEC Registered Inversment Advisor. Regulus Advisors and Regal Investment Advisors are affiliated entities. Palmer Klaas Financial Group, LLC is independent of Regulus Advisors and Regal Investment Advisors.

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