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Klaus Financial Group Klaus Financial Group
We're here to help.
Investing can be overwhelming, complicated & confusing. At Klaus Financial Group, we will take the time to get to know you, learn what’s important to you, and talk with you in simple and easy to understand terms.
Click Here for a Complimentary Consultation

Our Services

We help

- Individuals and Families
- Retirees
- Business Owners
- Corporate Executives & Sales Professionals
- Doctors & Medical Professionals

With

- Investments
- Financial Planning
- Retirement Planning, IRA's, 401k's
- Insurance & Protection Strategies
- Estate Planning

We realize you probably aren’t an expert on all of the nuances and intricacies of investing and financial planning and don’t have the time or desire to become one. We have the knowledge, investment products, and reach of many of the large “Wall Street” firms, yet we provide our services on a very personal level.

When you experience the Klaus Financial Group, you will experience the knowledge and specialization you deserve with the personal touch and friendship you want.

Click Here for a Complimentary Consultation

Team Members

  • All

Eric Klaus – President & Owner

Laura Werneke – Office Coordinator

Lucy Rivera – Operations Liaison

Jayne Alford – Managing Director

KFG

Aaron Gilman – Chief Investment Officer

Peter Nunley – Research and Investment Analyst

Rosemarie Toole – Client Liaison

Chris Cokinis – Chief Compliance Officer, Brokerage

What We Do

Our job is simple – to help you.

At the Klaus Financial Group, we realize you probably aren’t an expert on all of the nuances and intricacies of investing and don’t have the time or desire to become one. Our job is to get to know you, listen to you, and talk with you in simple and easy to understand terms. We realize and understand that every person is at a different place on their journey and will work with you to help put in place investing strategies and financial plans to meet your needs.

We work with successful people from all walks of life helping them to achieve their goals, protect what they’ve built and take care of their families, including:

  • Retirees
  • Individuals and Families
  • Small Business Owners
  • Corporate Executives & Sales Professionals
  • Doctors & Medical Professionals
How we do it

We have the expertise, investment products, and reach of many of the large “wall street” firms, yet we provide our services on a very personal level. We don’t believe all firms are created equal, and believe that when you experience the Klaus Financial Group, you will experience the knowledge and experience you deserve with the personal touch you want. We will help you with:

  • Investments
  • Retirement Plannings
  • Financial Plannings
  • Insurance
  • Estate Planning

Our Story

Klaus Financial Group

With over 25 years of experience on “Wall Street” -- PaineWebber/UBS, Merrill Lynch/Bank of America, Ameriprise -- Eric Klaus founded the Klaus Financial Group based upon a simple principle -- “We’re here to help.” We understand that investing can be overwhelming, complicated & confusing and believe that if you want to make the most of your journey, it’s important to have a knowledgeable and experienced team to help you along the way. A team that will get to know you and your family, and talk with you in a simple, clear, easy to understand way.

Independent Financial Partners

Independent Financial Partners

Independent Financial Partners (IFP) is a full-service broker-dealer, registered investment adviser, and insurance agency located in Tampa, Fl. Along with The Klaus Financial Group, IFP supports a network of over 250 Financial Professionals located throughout the United States who specialize in wealth management and retirement plan consulting. IFP is a family firm, owned in part by its network of Financial Professionals. IFP’s culture is a simple one -- everything IFP does is with our Financial Professionals & Clients in mind.

Our Custodians

Our Custodians

Unlike the Banks and Large Brokerage Firms, we offer a choice of custodians and are not tied to any particular family of funds or investment products. This allows us the freedom to choose from a wide range of options in order to tailor advice based on what’s appropriate for you.

Klaus' Blog

Green Investing

. "Is your investment portfolio in line with what you believe?" . "Green Investing" is also known as "Sustainable Investing"... Read More

Complimentary Consultation

[contact-form-7 id="476" title="Palmer Ranch"] . . The Klaus Family Our Services . Investments • Retirement Planning • Social Security AnalysisMutual... Read More
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Contact Us

Complimentary Consultation

727-597-5857 - Text Message
Eric@KlausFG.com

Klaus Financial Group

3030 N Rocky Point Dr West, Suite 700
Tampa, FL 33607

info@klausfg.com.
phone: 813-814-0221
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© 2023 Klaus Financial Group — All rights reserved. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. . Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Klaus Financial Group are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.
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