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Holistic financial strategies tailored to your goals.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through life's transitions.
We believe values matter, and we live by ours every day.
Welcome to Wilson and Klenovich Financial Planning – we are committed to helping you pursue 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 retirement.
We bring a wealth of experience to the table, which is more important than ever in today’s complex financial arena. As Certified Financial PlannerTM professionals, we have completed extensive training and which helps them to understand the ever-changing financial climate, allowing them to help you with your individual financial situation.
We also look beyond your basic finances. With knowledge and experience in business, taxes and insurance, we 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.
We 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.
Neither FSC Securities Corporation nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.
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