Meet Tom Kleffman

 
 
 
 
 
      Your goals — my focus. Let's put strategies to work for you. Whether your priority is                 personal finances, your business, or both, I'm committed to helping you work towards             achieving your established goals
 
 
 
 
 
 
 
 
 
BACKGROUND: 
 
Tom Kleffman focuses on offering financial strategies to individuals and families as they move through the different phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. Tom creates personalized financial plans for individuals and families to work towards achieving their financial goals. He also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle.  As a member of his local community, Tom works to build strong relationships and provide exceptional service.
 
POPULAR SOLUTIONS:
  • Retirement and Financial Planning
  • Education Planning
  • Life Insurance & Disability Income Insurance
  • Business Protection & Succession
  • Key Employee Retention & Retirement 
  • Group Benefits
EDUCATION & CREDENTIALS:
 
Tom has his FINRA Series 7 & 66 securities registrations as well as his Life, Accident, Health, & Variable Annuity Licenses (California Insurance license # 4129447). He graduated from California State University, Chico with a bachelor's degree in Business Administration with a focus on finance.
 
INTERESTS:
 
Tom enjoys spending time with his family, and enjoys time outdoors skiing, fishing, and golfing.  In addition, he spends time as a volunteer coach and board member for AYSO.