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
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Good employee health can be great for the company’s bottom line.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding how a stock works is key to understanding your investments.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
How do the markets usually react to elections? Was the 2016 election any different?
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are a few things to consider when buying or leasing your next vehicle.
Taking your Social Security benefits at the right time may help maximize your benefit.
Making the most of surprises is a great reason to work with us.