We believe that this is both the most important process as we begin to support you, and also is sometimes made way too complex with legacy processes in the industry. With our tools and technology, and of course knowledge, we can outline your desires and make it very clear while we help you become organized. In the past, typically only the wealthy received a detail plan to help get them to retirement or goal based planning. This no longer has to be the option. This industry has really failed so many, and we want to be a part of that change for everyone. 


The steps are simple: 1) We get a sense of what you are looking for and if we are the right fit. 2) Obtain all the necessary components of your households discretionary wealth, business interests, real estate, insurance (we do not sell insurance but we can help guide you if needed) 3) We draft an initial plan for discussion. 4) Revise the plan based on feedback. 5) Agree, and then we get to work by putting all your paperwork together. 


True heroism is remarkably sober, very undramatic. It is not the urge to surpass all others at whatever cost, but the urge to serve others at whatever cost. - Arthur Ashe

While we will be speaking pretty regularly, the plan will be reviewed in detail annually to ensure it is working. Just because a well laid out plan looks good on paper, it has to be working for you and you have to be satisfied. If you not, then we are not. 


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April 27, 2016

Retirement is one of the most talked about topics in the world, yet so many either fail to plan, or have a very basic plan. We work all of our lives for this ‘time’, and we spend so much time thinking about it, but we often don’t sit down with a professional and write out a plan. A plan to get there, and then a plan once we are there.   

How much do I need for retirement? 

This is the question on everyone's mind, and rightf...

April 26, 2016

Everyone has this concept that mortgages are bad. Well, for some they might be, but since you have landed here we suspect you might not be the one that is unable to manage your debt to income ratio, and you just want a little bit of clarity. So let’s clear some of the air. 


As in most cases, your scenario is unique so some points won’t be clarified until an advisor can look at your individual scenario (income, cash reserves, l...

April 24, 2016

Being able to send your child to college is near the top of the wish list for most parents. A college education  often, but not always, can open doors to many opportunities and is increasingly necessary in today's economy. But that diploma sure isn’t free (most of the time). Unless you are very well off financially, it's difficult to sit on the sidelines for years and then suddenly find the money to pay for college when your c...

April 23, 2016

What are the basics? 

The basics of estate planning are a Will and a durable medical Power of Attorney. The essence of these two components are obviously critical to your loved one’s, but there are other things that are equally important in our eyes. You have ‘stuff’, and that stuff often has a value to you. It may be baseball cards, a record collection, antiques, etc. Often families don’t have a list of things that they want t...

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fuest & klein wealth advisors, llc
43 West 33rd St., Suite 303, NY NY 10001