Rafe Klein / Senior Vice President


Services Offered:


  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service & Complimentary Consultations

Ready to work together on your financial future?

We believe that the best way to help you with your financial goals is to meet with you face- to-face, either in your home, virtually, or at one of our branch offices. Use the form below to schedule an appointment.
Is your portfolio aligned with your financial goals and objectives? Are you saving for retirement? Will your assets last as long as your retirement does? Will your family be protected if something happens to you? I can help you answer these questions and many more. Make an appointment now by using the form below.
Do you know someone who can use help managing their financial goals? By filling out the form below, your friends or family members will get an email with my contact information. I’m happy to offer complimentary, no-obligation consultations and would welcome the opportunity to meet with your family or friends.

Latest News

College Savings for Your Child

28 Nov 2022 -

Saving money for your child’s college is a way to try and guarantee them a better lifestyle as they age.


When to Switch Medicare Plans

25 Nov 2022 -

If you have a Medicare plan then you have a few months to make a change.


Are Retirement Accounts Protected from Creditors?

23 Nov 2022 - One reason to focus on clearing debts before you retire is the worry that creditors may see retirement accounts as the money, they could garnish them.

There are risks inherent in investing. 

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. David Lerner Associates, Inc. cannot guarantee future financial results.