• Retirement Planning
  • Guaranteed Income Plans
  • Investment & Portfolio Design
  • Medicare Insurance Solutions

Financial Security in Any Economy

The ultimate goal is to ensure your financial future; however, navigating investment waters can be challenging. It takes a great deal of analytical sense and patience when it comes to financial planning. When you think long-term you are bound to be far better off. Let Kleine Financial & Insurance Solutions Inc. be the ones to help you reach your goals.


It is no secret that building wealth is the best way to ensure your needs and the needs of your family. The most effective way to build wealth is through smart investing and managing your finances.

Experienced Money

The financial and asset management team at Kleine Financial & Insurance Solutions Inc. has a wealth of experience, as well as the resources to make sure your investments and fiscal portfolio grow in the manner you want and need.

Financial Consultations

We are independent advisors. We do not work for brokerage firms, banks or insurance companies. This structure allows us to put our clients interests first and foremost.

"I learned more about managing my business and money from the team at Kleine Financial & Insurance Solutions Inc. than I could have expected. Today, I am much more confident about my future."

Maureen Mulcahey

Palm Desert, CA.


Our philosophy is to help out clients make smart decisions about their money.  We employ strategies to make sure our clients can sleep at night knowing they have enough resources and income to last the rest of their lives. We do not believe "one size fits all", therefore, we customize our advice to each individual and/or family.