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Plan for Today... Confidence for Tomorrow

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Welcome to Wilson and Klenovich Financial Planning – we are committed to helping you achieve all of your financial goals and retire with confidence.

Certified Financial PlannerTM professionals Janet W. Wilson and Barbara L. Klenovich combine for more than six decades of experience in helping people plan for their financial success.

They bring a wealth of expertise to the table, which is more important than ever in today’s complex financial arena. As Certified Financial PlannerTM professionals, they have completed extensive training and understand the ever-changing financial climate, so they are able to help you with your individual financial situation.

They also look beyond your basic finances. With extensive knowledge and experience in business, taxes and insurance, they can advise you on various aspects of financial planning –planning for retirement, developing Social Security claiming strategies, saving for children’s educations, and managing your taxes and insurance coverage.

They will meet with you individually and work with you to establish goals and strategies to help meet your objectives. As your customized financial strategy is developed, Janet and Barbara will walk you through the step-by-step process so you will feel confident and comfortable in your decisions.

 


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Helpful Content

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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