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Welcome to KleeCo. Insurance!

My Financial Coach > News > Welcome to KleeCo. Insurance!

January 8, 2024, Phoenix, AZMy Financial Coach (MFC) is very excited to present KleeCo Insurance! They are the newest Subject Matter Expert (SME) in our team of vetted professionals. 

Bob Klee and his team at KleeCo are the ideal choice for home, yacht/boat, RV, auto and umbrella insurance for clients all over the USA. His team of experienced agents will provide your clients with comprehensive coverage tailored to your client’s unique needs. They strive to give each policyholder the best service possible, offering competitive rates and personalized advice. KleeCo specializes in working with successful clients that have homes > $1M in value. They represent the best carriers in this niche such as Chubb, AIG/PCS, Cincinnati Private Client and more. They are also available to review policies for proper coverage for those <$1M and if they do not have a market, they are happy to review with the client so the client can make the appropriate adjustments with their existing carrier. Their goal is to provide peace of mind and protection so clients can enjoy life without worrying about being underinsured. With KleeCo, clients will get personalized coverage and their agents will work with them every step of the way to ensure their policy fits their needs.

Read more about Bob on his SME page.

If you have any questions about our Subject Matter Expert (SME) partnerships, or would like to get started with financial planning to see if one of our SMEs services may be of interest for you, schedule a call with us using the button below:

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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