Bob Klein is celebrating his 30-year anniversary of serving clients’ financial needs. Bob has a loyal client following, many of whom have been with him since the beginning. Bob began his entrepreneurial activities opening Robert Klein, CPA in August, 1989. The firm has been providing income tax and accounting services to clients for the last 30 years.
Robert Klein, CPA also offered financial planning services to clients until 1998 when Financial Design Center was formed for this purpose. Financial Design Center was dissolved in 2011 and was succeeded by Retirement Income Center to promote Bob’s specialty and expertise in retirement income planning and to better serve clients’ needs. The firm’s motto, “Planning, Managing, and Protecting Your Retirement Income™” exemplifies its daily mission.
Retirement Income Center continues to deliver a high level of time-sensitive, coordinated services, beginning with preparation and ongoing monitoring of a dynamic retirement income plan. Unlike traditional investment management firms that only offer investment advisory services, Retirement Income Center reduces risk in clients’ portfolios using customized sustainable tax-favored income management strategies. The goal is to close the gap between clients’ projected income needs and projected income sources while reducing concern about, and exposure to, stock market volatility. Finally, Retirement Income Center’s comprehensive process includes strategies that are designed to protect clients’ income and assets from premature depletion.