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Phil Klein Insurance Group

7125 Orchard Lake Road, Suite 302
West Bloomfield, MI 48322

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PKIG Financial: Personal & Business Services

Through PKIG Financial, we offer a comprehensive suite of planning services. We are a full service financial organization delivering the personalized service that clients desire by providing customized solutions to their goals.  We can assist with all of your business planning and benefit needs including health insurance and retirement plans.  We can help with individual retirement planning, tax planning, college education planning, and other asset allocation recommendations.  These considerations intertwine with our life insurance expertise along with disability and long term care strategies.

Upcoming Educational Events

 

PKIG Presents: Financial Planning in the Shadow of Dementia

Thursday, October 19th, 2017 in Bloomfield Hills, Michigan

Registration: 5:30 PM, Program Begins at 6:00 PM

Please reserve your place today by calling us at (248) 682-7445 or emailing owen@philkleininsurance.com - space is limited and will be allocated on a first come first serve basis. 

PKIG Presents: How to Maximize Your Social Security Benefits

Thursday, November 16th, 2017 in Bloomfield Hills, Michigan

Registration: 5:30 PM, Program Begins at 6:00 PM

Please reserve your place today by calling us at (248) 682-7445 or emailing owen@philkleininsurance.com - space is limited and will be allocated on a first come first serve basis. 

 

PKIG Financial: Added Value for Phil Klein Insurance Group Clients

 Please contact us today to set up a private appointment.  Our financial consultations are provided on a complimentary basis for clients of Phil Klein Insurance Group in a non-sales setting.  We are here to be a free, comprehensive, financial resource to you.  For more information, please contact Owen Rosen at (248) 682-7445 or owen@philkleininsurance.com

 

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Servicing these States

Our Partners
  • AAA
  • American Modern
  • AmTrust
  • ASI
  • Berkshire Hathaway GUARD
  • Berkshire Hathaway Homestate Companies
  • Chubb
  • Citizens Insurance
  • Encompass
  • Foremost
  • Great Lakes Mutual
  • Hagerty
  • JC Taylor
  • Liberty Mutual
  • Progressive
  • Safeco
  • State Auto
  • The Hartford
  • Travelers
  • Univeral Property & Casualty
  • Westfield