Broker Check

14502 Greenview Drive Suite 208 Laurel, MD 20708

301-317-0401
Scott@KlauenbergRetirementSolutions.com
Client Login

Are You Ready for Your Journey Through Retirement?

Wouldn’t it be Nice to Have Your Own Sherpa?

Retirement is dynamic and ever changing. It should be full of years of comfort and enjoyment.
But it can be complex, and you may be faced with an array of complicated decisions.
Financial decisions need to be made about taxes, health care, investments, income, children, and even parents;
all of which can be time consuming and overwhelming.
That’s where we come in. We work with you throughout your retirement.

Our Mission is to Make Your Retirement Years Comfortable and Enjoyable.

We Focus on You

We are an independent Retirement Wealth Management firm.

Since 1983, we have specialized in managing all aspects of the retirement years and wealth transfer.
Our goal is to help preserve your retirement through a disciplined approach to managing risk,
income, assets, and estate transfer in a tax-efficient way.

We enjoy having a close and ongoing relationship with our clients.

Our clients always come first.




















Our Services

Retirement Income Planning

Retirement Income Planning

Optimizing Social Security and converting your retirement assets into a regular paycheck that you can count on to fund your retirement lifestyle

Learn more
Asset Management

Asset Management

Managing your investable assets to cover your income and growth needs, while maintaining an investment risk level that is within your comfort zone

Learn more
Healthcare Planning

Healthcare Planning

Covering your healthcare needs cost efficiently while protecting your assets and lifestyle

Learn more
Legacy <br data-mce-bogus="1">Planning

Legacy
Planning

Leaving your hard earned wealth to the people and causes that are important to you in a tax efficient and legally appropriate manner

Learn more
Schedule An Appointment

Your Life Will Change, Your Retirement Plan Should Too

Throughout the decades of your retirement, the financial world will change. As your advisory team, we are committed to staying ahead of the curve with ongoing research. This has made us a recognized resource in many financial publications.

Your team will include a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Income Specialist (CIS™), a Certified Retirement Counselor (CRC®), a Registered Social Security Analyst (RSSA®), a Medicare and healthcare consultant, and the ability to coordinate your program with attorneys and accountants.

With this team working for you, you will always be prepared should the economic environment or your personal circumstances change.

Life changes, shouldn’t your retirement wealth management plan reflect that?

In The News

Featured In:

U.S. News & World Report

Are You Too Old to Benefit from a Roth IRA?

- Scott Butler (11/29/22)



Read More

Featured In:

Investor's Business Daily

Investment Woes? Fight Back with Tax and Retirement Planning

- Scott Butler (06/27/22)



Read More

Featured In:

Forbes

Self-Directed IRA: Invest in Alternative Assets for Retirement

- Scott Butler (02/23/21)



Read More

Featured In:

Investor's Business Daily

Integrating Fintech, Keep Clients Paying Attention To The Man In Front Of The Curtain

- Jeff Klauenberg (05/26/20)



Read More

Featured In:

U.S. News & World Report

Everything You Need to Know About ABLE Accounts

- Scott Butler (02/18/20)



Read More

Featured In:

AARP

Boomers Determined To Stay In The Stock Market

- Jeff Klauenberg (05/18/20)



Read More

Tell Us How We Can Help You Today

Thank you!
Oops!