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 Planning
  •   Retirement Plans*: TSA/403B; IRA, Roth IRA
  •   Education Savings Plans*
  •   Investment Asset Management*
  •   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. Insurance and tax planning services offered through Hank Klor & Associates which is not affiliated with Royal Alliance.