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Rob Klein

robert kleinRob Klein is an independent financial advisor who has over 15 years of planning experience who specializes in working with individuals and small business owners to ensure that in their retirement the concerns of income, taxes and health care have been solved. Rob lives in White Plains, NY and is married with two sons, ages 3 and 4.

 

 


Rob’s contact information: 

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Testimonials

Jack Tatar’s holistic, “four keys” approach to retirement—one that will cover not only your parents’ finances, but also their heath and well-being, their mental attitude, and their involvement with family and friends and the outside world [will] help them have that safe retirement they deserve and provide yourself and your family with peace of mind for, hopefully, years to come.
BookwormAmazon on "Having the Talk: The Four Keys to Your Parents' Safe Retirement"
“I highly recommend this book! I am so happy and impressed with the amount of valuable content in “What’s the Deal with Teens and Time Management?” Leslie incorporates her professional and personal experiences throughout her book, as she takes you on the journey of learning time management skills that work for teens.”
DebAmazon, on "What's the Deal with Teens and Time Management?"
Witty, well-written, and entertaining, “What’s the Deal with Bitcoins?” uses real life examples and situations to make this new and largely unknown topic more accessible to everyone.
Catie V.on "What's the Deal with Bitcoins?"
This book provides excellent guidance to children of men and women approaching and in the early stages of retirement.
Jack Hansenon "Having the Talk: The Four Keys to Your Parent’s Safe Retirement"
I finally got around to reading your book “What You Don’t Know About Retirement Will Hurt You”. It’s terrific!
Mary Beth FranklinContributing Editor, InvestmentNewson "What You Don't Know About Retirement Will Hurt You!"
If you want to make sure your retirement goes as planned, you have to read this book!
Scott D. Tuxburyon "What You Don’t Know About Retirement Will Hurt You!"
It does a great job highlighting all of the important information you need to know about this new digital currency without bogging you down in boring terms and dry writing.
Catie V.on "What's the Deal with Bitcoins?"
If you have to make and keep only one New Year’s resolution, I recommend you have “the talk” with your parents about their safe retirement. 
Bookworm, Amazon Revieweron "What's the Deal with The Talk Between Adult Children and Their Parents?"
[Mike Padawer’s] delivery of pertinent information is direct and speaks to the root of issues surrounding the inevitable epidemic we face as the populous ages.
Denise Elam Dauwon "What's the Deal with Long Term Care?"
It is one of the very few works that clearly recognizes that a fulfilling retirement depends on a combination of finances, physical health, mental attitude, and involvement with others.
Jack Hansen on "Having the Talk: The Four Keys to Your Parent’s Safe Retirement"

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  • Home
  • About
    • Press Releases
    • About Jack Tatar
    • Our Authors
    • Custom Projects
    • Join Us!
  • PT Media Channel
  • Shop
  • Podcasts
  • Blog
  • Events
  • Contact Us
  • Cart