The focus for Daniel Klein is always on comprehensive, holistic wealth management and family life planning that helps his clients become better positioned to succeed financially. It's about uncovering what clients want and need in their lives — and then giving them easy-to-understand strategies to help them pursue their goals.
Proactive and engaged, Daniel gives clients objective, conflict-free advice along with the kind of open, collaborative communication that delivers the confidence to make and follow their financial plan. Moreover, Daniel puts his heart into building close relationships with his clients.
The focus for Daniel Klein is always on comprehensive, holistic wealth management and family life planning that helps his clients become better positioned to succeed financially. It's about uncovering what clients want and need in their lives — and then giving them easy-to-understand strategies to help them pursue their goals.
When it comes to accumulating, growing and preserving wealth, nothing is more important than having a plan. It’s essential to have clear direction for how you are going to hit your milestones and achieve your goals. Sure, things in life will change, and you can adjust for them. But having a carefully crafted plan is mission-critical and gives you the confidence to move forward.
We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.
One of Daniel's greatest strengths is his ability to listen. He listens intently to his clients so he can understand their hopes, fears and goals. Then his team carefully creates and meticulously manages an investment portfolio aligned with his client’s immediate needs and long-term objectives.
Visit BluemonteWealth management doesn’t happen in a vacuum. It’s not just about the financial advisor. It takes a carefully coordinated group of professionals working together. Daniel and his team make sure everyone on your team has the information they need to execute your plan and contribute to your success.
It’s your financial life in one easy-to-access place. It’s where you get statements and reports. It’s where you can electronically store essential documents. It’s where you can go, anytime and from just about anywhere, to get the information you need to monitor your progress and see your goals come to life.
See First Hand Our Client Portal ExperienceDaniel knows how important it is for his clients to understand how planning, saving and investing works. Because only then can they make informed decisions about their future. Beyond his clients, he’s passionate about teaching young people about financial planning so they can start early — which can make all the difference in the world.
Recognizing that men and women think and talk about money differently, RFG created an educational website designed for women to learn how to live financially fearless.
Visit StrongHER Money
Three City Place Drive, Suite 590
Creve Coeur, MO 63141
E: dklein@rfgadvisory.com
P: (314) 432-2229
As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.
* As of June 30, 2021.
To learn more about Daniel, the financial services, or to get started now developing a financial plan for your future, you may call Daniel at (314) 432-2229, email him at dklein@rfgadvisory.com or send him a message below.
