Our Services

When developing a customized financial plan, Hank Klor & Associates will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. we can help you execute a sound financial program utilizing the following products and services:

 

 

  •  Tax Preparation and Planning
  •   Retirement Plans*: TSA/403B; IRA, Roth IRA
  •   Education Savings Plans*
  •   Tax Advantage Investments*
  •   Investments*: Mutual Funds, Variable Annuities, Fixed Annuities
  •   Insurance: Term, Universal and Variable Life; Long-Term Care
  •   Estate Planning
  •   Financial Planning*

 

*Securities and Advisory Services offered through Royal Alliance Associates, Inc., a registered broker-dealer and Member FINRA/SIPC.