Klein Senior Planning, established in 2005, was born out of a need to assist existing life insurance clients transitioning to Medicare policies. Originally serving a select group, the company has since expanded to offer its services to the entire Greater Madison Area.
Under the leadership of Cindy Klein, the team at Klein Senior Planning specializes in senior health plan consulting, retirement planning, and ensuring clients are well-protected as they navigate the complexities of healthcare in their later years.
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