MBK Financial Service

Welcome to MBK Financial Services, Ltd., a trusted provider of financial guidance and planning services. Our firm is dedicated to helping individuals and families navigate the complex world of finance and make informed decisions about their financial future.

MBK Financial Services, Ltd. was founded by Michael B. Kline, CLU, LUTCF, who has over 30 years of experience in the financial services industry. Michael is a Registered Representative and an Investment Adviser Representative of Equity Services, Inc. and offers securities in Illinois. He is also Insurance-licensed in Illinois, Wisconsin, Michigan, Indiana, Florida, and Maryland.

At MBK Financial Services, Ltd., we believe that every client is unique and deserves a personalized approach to financial planning. That's why we take the time to get to know our clients, their goals, and their concerns. We then use this information to develop a customized financial plan that takes into account their risk tolerance, time horizon, and overall financial situation.

Our team of experienced professionals is committed to providing our clients with the highest level of service and expertise. We are proud to offer a wide range of financial services, including securities and investment advisory services, retirement planning, college funding, and insurance planning.

Our Services

At MBK Financial Services, Ltd., we offer a comprehensive suite of financial services designed to meet the needs of our clients. Here are some of the services we offer:

• Securities and Investment Advisory Services: Our team of Registered Representatives and Investment Adviser Representatives offers a wide range of securities and investment advisory services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). We work closely with our clients to develop a diversified investment portfolio that aligns with their goals and risk tolerance.
• Retirement Planning: We understand that retirement planning can be complex and overwhelming. That's why we offer comprehensive retirement planning services designed to help our clients achieve their long-term financial goals. We work with our clients to develop a customized retirement plan that takes into account their expected retirement age, income needs, and social security benefits.
• College Funding: We know that college funding can be a significant expense for many families. That's why we offer college funding services designed to help our clients save for their children's education. We work with our clients to develop a college funding plan that takes into account their financial situation, savings goals, and the expected cost of college.
• Insurance Planning: We believe that insurance planning is an essential part of a comprehensive financial plan. That's why we offer a wide range of insurance products, including life insurance, disability insurance, and long-term care insurance. We work with our clients to develop an insurance plan that protects them and their families from financial risk.

At MBK Financial Services, Ltd., we are committed to providing our clients with the highest level of service and expertise. We believe that financial planning is a lifelong process, and we are dedicated to helping our clients achieve their financial goals at every stage of life.