Services

As financial service representatives, our role is to listen to our clients, and help them realize their financial goals.

Financial Literacy is the key when it comes to understanding investment and retirement planning for today’s marketplace. Whatever contributes to your portfolio, or the portfolio of someone you value, understanding the terms and how they work is a vital skill to develop.

When it comes to being aware of financial elements, strategies or the marketplace, learning the language of the industry is a great asset. Whether these terms are in print, in the news or online, understanding the language is key to participating in the conversation.

For these matters and more, Randolph & Klein Financial Solutions are here to help. 

Employer/Employee Benefits: Health/ Life/ Disability

Retirement Planning & Preparation: IRA/ 401(k)/ 403(b)

College Funding

Health Insurance: Individual & Group/ Covered California/ Off-Exchange

Investments: Stocks/ Bonds/ Mutual Funds/ Annuities/ Managed Accounts

Senior Market: Medicare Supplements/ Medicare Advantage/ PDPs

Business Coverage: Key Person/ Executive Benefits/ Buy-Sell

Estate Planning

Financial Strategies

Legal Shield