Contact Us: ​​(541) 882-5555
Klamath Insurance Center, Inc
  • Home
  • Quotes
    • Auto Quotes >
      • ATV Insurance Quote
      • Auto Insurance Quote
      • Classic Car Insurance Quote
      • Roadside Assistance Quote
      • Motorcycle Quote
      • RV Insurance Quote
    • Property Quotes >
      • Home Insurance Quote
      • Earthquake Insurance Quote
      • Flood Insurance Quote
      • Landlords Insurance Quote
      • Renters Insurance Quote
    • Life & Financial Quotes >
      • Life Insurance Quote
      • Annuity Quotes
      • Disability Insurance Quote
      • Final Expense Insurance Quote
    • Business Quotes >
      • Business Insurance Quote
      • Business Owners Package (BOP) Insurance Quote
      • Group Benefits Insurance Quote
      • Insurance Bond Quote
      • Workers Compensation Quote
    • Farm Insurance Quotes
    • Health Quotes >
      • Health Insurance Quote
      • Medicare Coverage Quote
      • Dental Insurance Quote
      • Long Term Care Insurance Quote
      • Vision Insurance Quote
    • Other Quotes >
      • Boat Insurance Quote
      • Event Insurance Quote
      • Umbrella Insurance Quote
      • Wedding Insurance Quote
  • Service
    • Report a Claim
    • Make a Payment
    • Update Contact Info
    • Policy Changes
    • Proof of Insurance
    • Policy Review
    • Online Documents
    • Free Consultation
    • Health Insurance Appointment
    • Medicare Appointment
  • Insurance
    • Vehicles >
      • Auto Insurance
      • ATV Insurance
      • Boat Insurance
      • Classic Car Insurance
      • Motorcycle Insurance
      • Roadside Assistance
      • RV Insurance
    • Property >
      • Home Insurance
      • Earthquake Insurance
      • Flood Insurance
      • Landlords Insurance
      • Renters Insurance
    • Business >
      • Business Insurance
      • Business Owners Package (BOP) Insurance
      • Group Benefits
      • Insurance Bonds
      • Workers Compensation
    • Life/Financial >
      • Student Loan Counseling
      • Life Insurance
      • Annuities
      • Disability Insurance
      • Final Expense Insurance
      • Financial Planning
      • Umbrella Insurance
    • Farm Insurance
    • Health >
      • Health Insurance
      • Medicare
      • Dental Insurance
      • Long Term Care Insurance
      • Vision Insurance
    • Other >
      • Event Insurance
      • Wedding Insurance
  • About
    • Staff Directory
    • Client Testimonials
    • Refer a Friend
    • Insurance Carriers
    • Agency Photo Gallery
    • Blog
    • News
  • Contact
  • Home
  • Quotes
    • Auto Quotes >
      • ATV Insurance Quote
      • Auto Insurance Quote
      • Classic Car Insurance Quote
      • Roadside Assistance Quote
      • Motorcycle Quote
      • RV Insurance Quote
    • Property Quotes >
      • Home Insurance Quote
      • Earthquake Insurance Quote
      • Flood Insurance Quote
      • Landlords Insurance Quote
      • Renters Insurance Quote
    • Life & Financial Quotes >
      • Life Insurance Quote
      • Annuity Quotes
      • Disability Insurance Quote
      • Final Expense Insurance Quote
    • Business Quotes >
      • Business Insurance Quote
      • Business Owners Package (BOP) Insurance Quote
      • Group Benefits Insurance Quote
      • Insurance Bond Quote
      • Workers Compensation Quote
    • Farm Insurance Quotes
    • Health Quotes >
      • Health Insurance Quote
      • Medicare Coverage Quote
      • Dental Insurance Quote
      • Long Term Care Insurance Quote
      • Vision Insurance Quote
    • Other Quotes >
      • Boat Insurance Quote
      • Event Insurance Quote
      • Umbrella Insurance Quote
      • Wedding Insurance Quote
  • Service
    • Report a Claim
    • Make a Payment
    • Update Contact Info
    • Policy Changes
    • Proof of Insurance
    • Policy Review
    • Online Documents
    • Free Consultation
    • Health Insurance Appointment
    • Medicare Appointment
  • Insurance
    • Vehicles >
      • Auto Insurance
      • ATV Insurance
      • Boat Insurance
      • Classic Car Insurance
      • Motorcycle Insurance
      • Roadside Assistance
      • RV Insurance
    • Property >
      • Home Insurance
      • Earthquake Insurance
      • Flood Insurance
      • Landlords Insurance
      • Renters Insurance
    • Business >
      • Business Insurance
      • Business Owners Package (BOP) Insurance
      • Group Benefits
      • Insurance Bonds
      • Workers Compensation
    • Life/Financial >
      • Student Loan Counseling
      • Life Insurance
      • Annuities
      • Disability Insurance
      • Final Expense Insurance
      • Financial Planning
      • Umbrella Insurance
    • Farm Insurance
    • Health >
      • Health Insurance
      • Medicare
      • Dental Insurance
      • Long Term Care Insurance
      • Vision Insurance
    • Other >
      • Event Insurance
      • Wedding Insurance
  • About
    • Staff Directory
    • Client Testimonials
    • Refer a Friend
    • Insurance Carriers
    • Agency Photo Gallery
    • Blog
    • News
  • Contact


Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

get a quote
Contact Us

What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(541) 882-5555​
121 South Sixth Street
Klamath Falls, OR 97601​
Click Here to Email Us
Free consultation
Get a free consultation with a financial professional

Licensed in: Oregon & California


Navigation

Homepage
Insurance Quotes
Policy Service
Insurance Products
Contact Us
Agent Login

Connect With Us

Share This Page

Contact Us

Klamath Insurance Center, Inc​
121 South Sixth Street
Klamath Falls, OR 97601
(541) 882-5555
Click Here to Email Us
Review Us

Location


GENERAL DISCLAIMER
Statements on this web site as to policies and coverages provide general information only. This information is not an offer to sell insurance.  Insurance coverage cannot be bound or changed via submission of any online form/application provided on this site or otherwise, e-mail, voice mail or facsimile. No binder, insurance policy, change, addition, and/or deletion to insurance coverage goes into effect unless and until confirmed directly by a licensed agent. Any proposal of insurance we may present to you will be based upon the information you provide to us via this online form/application and/or in other communications with us. Please contact our office at 541.882.5555 to discuss specific coverage details and your insurance needs. All coverages are subject to the terms, conditions and exclusions of the actual policy issued. Not all policies or coverages are available in every state. Information provided on this site does not constitute professional advice; if you have legal, tax or financial planning questions, you should contact an appropriate professional. Any hypertext links to other sites are provided as a convenience only; we have no control over those sites and do not endorse or guarantee any information provided by those sites.


SECURITIES DISCLAIMER
Securities offered through Securities America Inc., Member 
FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. James Hurst, Investment Advisor Representative. Klamath Insurance Center, Inc. and Klamath Financial Group and the Securities America Companies are not affiliated.
Securities America and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
CA Insurance Lic. #0G39542
.  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Check the background of this investment professional on FINRA’s BrokerCheck.
Website by InsuranceSplash