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Hi, I’m Rafe.

Let's talk about your financial future.

Rafe Klein

Senior Vice President

I can help you with:

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

Ellen Ford David Lerner Associates

Long-Term Care Planning: The Financial Realities You Can’t Ignore

As a society, we prioritize planning for major life milestones like education, career growth, homeownership, and retirement. Yet, one crucial aspect often gets overlooked—long-term care. As Americans live longer, the need for long-term care has become a growing concern. But despite its significance, many people fail...

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