Connecting with and serving others is at the heart of all of the work I do. Growing up in a family with four siblings I watched my mother and father sacrifice daily to give to each of us and others. It was through their giving that I realized the potential I had to make a difference in others' lives.
Daily, I am humbled by the connections I am able to make with individuals, their families and their loved ones. The relationships I have with my clients are the reason I became a financial advisor.
Making an impact starts with being patient and working hard to understand what is most important to those I meet. Listening is my first priority when I meet with my clients and prospective clients, so that we can partner together to determine their goals. Then we can identify the strategies and investments to help you meet those goals. I commit to work with my clients over their lives to help them stay on track to realize those goals.
I believe in educating my clients so that they can understand the investments and strategies we can use to help them reach their goals. Whether you have never invested before, are an experienced long-term investor, or somewhere in between, I believe that we can all continue to learn about the many strategies available to you.
YOUR NEXT STEPS
Wanting to know if we are a good fit for you? I am committed to taking time to listen to the serious, long-term investor who wants to learn more about how we can partner together. A first meeting allows me the opportunity to answer your questions and find out whether or not I can serve your needs. Reach out by phone, email, or on social media to learn more.
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Wealth Strategies
- Socially Conscious Investing
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Community Outreach
- Coaching Sports
Phone NumberJoseph H Klug at (636) 537-2855
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