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Michael J. Klimis, CFP®

Klimis & Assoc Advisory, Inc.

35002 US Hwy 19 N
Palm Harbor, FL 34684-1933
Phone: (727) 785-6584
Fax: (727) 786-2098

Toll-free: (800) 226-6584

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Household Income Minimum: $75,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.