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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Finding Your Fit

Klauke Investment & Insurance Services is an independent financial services office, which is owned by Mike Klauke. He has worked in the financial services field since 1983 and will meet with you and create a plan that fits your goals and objectives. He can work with you in creating an asset allocation plan, retirement planning, a life insurance review or work with your business for benefits or a company retirement plans. Our office is opened from Monday to Friday 8:30am to 4:30pm with evening and Saturday appointments available.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Suggested Content

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

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Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

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