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KLC Wealth Advisory
Our Team
By putting our clients’ needs ahead of all else, we are able to focus our efforts on helping clients fulfill their legacy and reach their financial goals. We accomplish this by listening to our clients’ needs and objectives and working hard to help exceed these expectations.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
FINANCIAL PLANNING PRESENTATION
During the workshop, we will be discussing the most common financial mistakes that people make. Topics we will cover include: lack of tax efficiency; do I have enough to retire on; insurance blunders; when to take social security; lack of adequate estate planning; not having a financial plan, and more.
Not only will we discuss the most common financial mistakes, but also the keys to financial success. We will review various financial principles that can guide you to achieving your own financial goals and objectives.
Featuring:
Martin Schamis, Head of Wealth Planning and Jay L. Guyer, Vice President
Senior Financial Planner
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Office Information
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