Committed to Helping You Pursue a Solid Return on Your Investment

Hi I'm Dave Klenske. I am a Financial Consultant from Carlsbad, California.  I help retirees and near retirees generate income to help cover the increasing cost of living, while still focusing on growing your nest egg. I do this by helping you create a personal retirement income strategy tailor made for you according to your needs and goals.

A personal retirement income strategy can help provide income for retirement, with the potential to increase over time while still focusing on growing your nest egg.  A personal retirement income strategy may be able to help you enjoy your retirement years by specifically:

  •  Helping to preserve your retirement income from stock market risk.
  •  Helping to build a cash flow stream for  income in retirement.
  •  Setting up income so it has the potential to hedge against inflation.
  •  Reducing the time spent managing your finances.
  •  And may help you to preserve some or all of your life savings balance throughout retirement