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Your Personal Financial Coach

Creating your Financial Gameplan

Prepare

Discuss your unique financial situation and create a gameplan that matches your goals

Play

Excecute your plan and set up our winning team of investments

Analyze

Perform periodic reviews to ensure our gameplan is working and adjust as needed to reach your goals

Players

We work with all clientele. Everyone is at a different stage in life and we're here to coach you to the next step
 

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Coaches

With over 35+ years of experience, our team is ready to coach you through your unique situation

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Field

As an independent office we won't be using a cookie-cutter portfolio. We'll create a personalized gameplan specific to you.

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Wealth Management

We have extensive experience managing high-net-worth portfolios.

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Retirement Plans

We offer a wide variety of investment solutions for both individuals and businesses

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Insurance Planning

We make sure your insurance needs are part of your financial gameplan

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Schedule A Meeting

See how we can help you acheive your financial goals.

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Community Involvement
Together we can do more

See how Klauke Investments gives back to the community.

Klauke Investments was proud to be a part of the Kid's Triathlon ran by the YMCA in our community!

Don Anderson

Area children whose learning has been impacted by the pandemic will receive a back-to-school boost thanks to Bucks for Books, a community fundraising campaign led by Great Rivers United Way and Sponsored by Klauke Investments.

Let's Talk.
Take the First Step.

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