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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

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Historical Inflation

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

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

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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