David Joseph Klein, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

A Message from Dave Klein

You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, you need to be prepared and protected for what life brings.

Throughout your lifetime, I will help you understand what you need to prepare for and protect. You can feel confident that your financial future will be more secure.

Let me help you ensure your financial future is all you want it to be.

 

My Mission

My mission is to give every client a "wow experience" by understanding their most amazing future, getting relevant quickly, connecting with their true cares and desires, and helping them take concrete steps towards achieving that future.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck