Certified Financial Planners

While individual needs are unique, many people have similar planning objectives. Some general needs will incude planning for income today, retirement for tomorrow & growing assets, specific needs might include buying a commercial building for the practice, a vacation home or even long term care.

The difference with kunau & cline is clear. We look at the entire financial picture. We start with a big picture view of your goals and objectives and then work with a team of certified financial planners to craft a plan of action that is unique to you. Concurrently we monitor your plan to make sure you are on track and also make adjustments where needed.

Whatever your dreams, core solutions are selected to provide a framework for your specifc “lifespan” goals. With a certified financial planner you will rest assured that all the items, you want or need in your future are funded properly. After an initial interview, a plan of action will be discussed, planned and constructed. Further areas of interest will include but not be limited to:

Retirement solutions
Regardless of where you are in your career or in your life, you need a retirement plan you can count on.

Legacy and estate solutions
Effective legacy and estate planning requires the right vehicles.

Cash management solutions
Your kunau & cline agent can connect you with a certified financial planner to help you determine the tools you need to help manage your ongoing cash needs.

Credit and lending solutions
We can help you review compare your personal and small business credit needs.

Small business solutions
Kunau & cline, through our trusted partner, can help you develop, implement and monitor retirement and benefit plans that meet the needs of yourself, your family, your business and employees.

If you’re not already working with a kunau & cline, business development agent, we invite you to contact one or more in our office. We’re confident we can connect you with a financial professional who’s right for you. Call us today for an all too important consultation. 626.583.8484