Integrity, Independence, Guidance

What Our Clients Can Expect

Clients of Palmer Klaas Financial Group, LLC have come to expect a very high level of ongoing service, support, communication and education. As we work with you to enhance your financial future, we are committed to regularly providing these areas of service:

  1. Personal client reviews – annually or semi-annually, based on size of account
  2. Weekly Market Commentary – information written and provided by Platinum Advisor Marketing Strategies, LLC – emailed weekly
  3. Letters written by Palmer Klaas regarding the market and financial areas of interest
  4. Educational seminars to keep you abreast of changing market conditions
  5. Client social events to network and enjoy each other’s company in a relaxed environment
  6. Immediate online access to your accounts. (Simple instructions will be provided to initiate access.)

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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