A Distinctly Different Wealth Management Experience
Wilson & Klenovich Financial Planning provides comprehensive wealth management for a select group of individuals in the Colorado Front Range. We work exclusively with retirees and pre-retirees who have investable assets of greater than $250,000 and know that there is more to life than money. We specialize in distribution planning, which requires a combination of art and science to help maximize retirement income while minimizing overall risk. Our comprehensive approach provides a customized financial strategy for our clients, allowing them to enjoy their retirement years with confidence.
Serving a Community of Exceptional Clients
Janet W. Wilson and Barbara L. Klenovich have created a community of exceptional clients with strong values and a passion for the important things in life. Our clients:
- Are financial delegators. Our clients appreciate and are willing to follow the advice of a financial professional.
- Are passionate about goals. All of our clients are passionate about their desire to accomplish their goals. They realize that achieving those goals requires both money and planning.
- Enjoy simplicity. Our clients enjoy the simplicity and freedom that comes from having all their financial assets under the watchful eye of a single trusted advisor.
- Value our work together. Our community of clients is comfortable with our fee structure. We charge a percentage of assets under our management, according to our fee schedule.
- Focus on what’s important. Our community of clients values our relationship. By delegating, our clients can focus their valuable time and energy on those things in life that are most important to them.
- Appreciate our holistic approach to wealth management. Our clients appreciate our understanding of tax, insurance, retirement and estate planning.
- They can Handle the Truth. Our clients want to hear the truth from us regarding their financial situation…no matter what.
- You will never feel like a “small fish in a big pond.” We assure that you will get the highest levels of attention.