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How We Work

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 are here to help. 


Retirement Preparation

Family Funding

Health Insurance

Senior Market

Business Coverage

Estate Preservation &

Financial Strategies

Legal Shield

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (209) 956-1212