We have been helping our community take control of their finances for over 30 years.Learn More
We act as a trusted resource for our clients, helping them navigate the many milestones of life.Learn More
We help families and small business owners make sound financial decisions by building long-term relationships with you.Learn More
Understanding Today's Financial Environment
At Klauke Investments and Insurance, we always have the client in mind. We are a family-focused firm that works to prepare businesses and families for major life events, such as starting a family, sending children or grandchildren to college, or preparing for retirement. We have over 30 years of experience creating customized investment and financial strategies for our clients and make an effort to build trusted, long-term relationships with them. Our office is based in Onalaska, Wisconsin, but we work with clients from Decorah, Iowa to Melrose, Wisconsin. We are licensed in the following states; Arizona, Colorado, Florida, Illinois, Iowa, Kansas, Michigan, Minnesota, New York, South Carolina, Tennessee, Virginia, and Wisconsin.
Contact us today to learn more about how we can help you plan for your financial future.Contact Us
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For many, retirement includes contributing their time and talents to an organization in need.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
It sounds simple, but paying yourself first can really pay off.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are Real Estate Investment Trusts right for your portfolio?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.