Tax Preparation and Planning, Fee-Only Financial Planning in San Jose CA and Surrounding Area
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Kent Noard - Tax Planning and Preparation

Financial Planning

Everyone needs a sound financial plan. Whatever your financial and lifetime goals, chances of success will be dramatically increased by taking an informed and organized approach. Building and protecting your assets entails systematic planning and discipline.

KLN Financial Group offers the tools and expertise you need to increase your comfort with financial planning and build your financial future. And as a fee-only financial planner, you can rest assured that your individual financial plan is based solely on your personal needs, circumstances and goals.

As you search for a financial planner that is right for you, keep in mind these 10 Questions to Ask When Choosing A Financial Planner

Our Financial Planning Philosophy

At KLN Financial group, we believe that financial planning is an interactive and ongoing process to help you achieve not only your financial, but also your non-financial, goals. We help you build a plan that is shaped around your personal financial lifecycle needs, such as child’s education, buying your dream home, supporting your aging parents, or preparing for your retirement.

Our first step is to gain a comprehensive understanding of your current situation, as well as your financial needs and future objectives. We work closely with you to devise a personalized plan to help you meet those objectives. Because expected and unexpected life changes may occur at any time, we also recognize that financial planning is a dynamic process. For this reason we develop long-term, committed, and trusting relationship with our clients.

Financial Planning Services

Retirement Planning  
Cash Flow Management
Estate Planning  
Insurance Needs Evaluation
Education Planning  
Risk Management


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