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.
Contact us today to learn more about how we can help you plan for your financial future.Contact Us
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
These food myths will really put a drain on your wallet.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are hundreds of ETFs available. Should you invest in them?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.