CPA's &
Financial Planner
s

Tax Planning & Preparation
Estate Planning

Retirement Planning

College Planning

Insurance Planning

Investment Planning

Small Business                      
 Consulting

Bookkeeping Service

Certified Financial Planner
Call Us anytime - But
Call Us First
Good Times -  Bad
Times -  All Times

My times are in
Your Hands:  Psalms
31:15
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Finish Strong

Personal Financial   Specialist


Tax, Accounting, & Business Services
Offered Through L. Klein & Co., P.C.

Financial Services offered through Klein
Financial Services, LLP: not a CPA firm

Advisory Services offered through
Jonathan Roberts Group, Inc.

Securities offered through J. W. Cole
Financial, Inc. Member FINRA/SIPC
1st Q 2009
Mailing Address:  1427 Keefer Road
                      
            Tomball, Texas 77375

Phone #:                 (281) 370-0300
Fax #:                       (281) 370-2568

E-Mail :KF@kleinfinancialinc.com
2nd Q 2009
4th Q 2009
3rd Q 2009
News Letters
Circular 230 Notice:
In order for us to comply with certain U.S. Treasury regulations, unless expressly stated otherwise, any U.S. Federal tax advice that may be contained in this written or electronic
communication, including any attachments, is not intended or written to be used, and cannot be used, by any person for the purpose of  (i) avoiding any tax penalties that may be
imposed by the Internal Revenue Service or any other U.S. Federal taxing authority or agency or (ii) promoting, marketing, or recommending to another party any transaction or
matter addressed herein. Privileged/Confidential Information may be contained in this message. If you are not the addressee indicated in this message (or responsible for
delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by
reply email. Please advise us immediately if you or your employer do not consent to Internet email for messages of this kind. Opinions, conclusions and other information in this
message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it.
Klein Financial
Services, LP
                                                      L.Klein & Co., P.C.
FINRA/SIPC