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Groen, Kluka & Co. Announces the Rollout of its Wealth Management Group

TROY, Michigan - January 7, 2004 - Groen, Kluka & Company, P.C., a full-service professional accounting, financial services and management consulting firm headquartered in Troy, Mich., is pleased to announce the rollout of its Wealth Management Group.

The Wealth Management Group will operate under GK & Co. Financial Services LLC. GK & Co. Financial Services has entered into an alliance with LPL Financial Services, a highly respected organization. This alliance provides access to a broad range of traditional financial services as well as the ability to work with some of the most respected money managers and insurance providers in the nation.

GK & Co. Financial Services will work with business and individual clients to preserve, grow and transfer wealth through retirement, investment, estate and insurance planning; income tax consultation, educational funding, investment monitoring and charitable giving.

"This shows our commitment to being a full-service provider of financial services," said Groen, Kluka & Company Managing Partner Jeff Groen. "Developing this credentialed group of specialists who help clients reach their financial goals by managing their capital base is a logical supplement to our core business of providing comprehensive tax and accounting services."

Kevin J. Delaere, CPA, CFP™ , and William Barnes, CPA, CFP™, MST , oversee the Wealth Management Group. Mr. Delaere joined Groen, Kluka & Company, P.C. in 1994. He has worked exclusively with individuals and small businesses, helping them achieve their goals through comprehensive planning and implementation of money management.

Mr. Barnes joined Groen, Kluka & Company, P.C. in 2001 and in the past has had Chief Financial Officer responsibilities, as well as many years of taxation and financial planning strategies.

As part of its Wealth Management Group rollout, Groen, Kluka & Company, P.C. will hold "Lunch and Learn" seminars for willing Southeastern Michigan companies, associations and area chambers of commerce throughout 2004. Firm financial planners will conduct these free 30-45 minute seminars at the company's convenience on-site, while focusing on such topics as saving for retirement, planning for college costs and estate planning.

Individuals can sign up to receive free weekly informational reports on financial planning and the stock market by signing up at our GK & Co. Financial Services website at As part of its Wealth Management Group rollout, Groen, Kluka & Company, P.C. will hold "Lunch and Learn" seminars for willing Southeastern Michigan companies, associations and area chambers of commerce throughout 2004. Firm financial planners will conduct these free 30-45 minute seminars at the company's convenience on-site, while focusing on such topics as saving for retirement, planning for college costs and estate planning.

Groen, Kluka & Company, P.C., a professional accounting, management consulting and wealth management services firm, was founded in 1984 and serves a wide range of clients throughout southeastern Michigan. The company is a member of the American Institute of CPAs (AICPA), the Michigan Association of CPAs (MACPA), and CPA Associates International (CPAAI).