About Us

Klein Senior Planning
2984 Triverton Pike Drive #103
Fitchburg, WI 53711

phone: 608-665-3131
fax: 608-665-3141




Klein Senior Planning was established in 2005 following a cry for help from existing life insurance clients of Bill Klein's. Cindy Klein expanded the service of life insurance and retirement planning by providing help to those clients reaching retirement age and switching their health care to Medicare policies. Today, Klein Senior Planning has grown and reached far beyond those select clients, offering service to the entire Greater Madison Area.

From Left to Right: Marina Haan (Service), Cindy Klein (Agent), Kyla Charles (Agent), Tee Contreras (Data), Barb Breunig (Agent)