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

How Do College Savings Accounts Work?
Catherine Guerrieri

How Do College Savings Accounts Work?

College savings accounts, like 529 Plans and Coverdell ESAs, let you save money for education with tax benefits. When used for qualified expenses such as tuition and books, withdrawals are tax-free. Choose the right account, watch your savings grow, and ensure a smoother path to...

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