David

Klaus

Financial Planner     Special Care Planner    Investment Advisor Representative 

Office Locations: Indianapolis IN, Merrillville IN

“Our relationships transcend a commitment to provide our best advice and counsel.  It’s important for us to guide our clients through the entire process to create and realize their unique Success Stories.”

20201008_153309.jpg
20191225_110811.jpg

Why clients choose to work with Dave: 

 

I work with group and individual clients to create plans that elevate their expectations and education regarding personal finance.  Together, we work to identify and create a plan reflective of their needs as highly-educated professionals, whether they choose to be as self-directed as possible, or whether they enter the process completely open to continued guidance and direction.

20200702_112058.jpg

Secrets to his Success 

I continually educate myself, both formally, through pursuit of professional certifications, and informally by reading industry journals and keeping abreast of the financial world around us. 

More Information about David

Licenses & Certifications

Special Care Planner

 CFP®, MBA, CASL®, RICP®

3 Questions Start Here