Doug Kline

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design
• Asset protection

About

Doug Kline is a financial consultant based in Frankenmuth, Michigan, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with tailored investment and insurance strategies. Doug employs a comprehensive discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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