Hi. I'm Jeremy Keil. I love helping people learn more about their money. Why? Because I believe that the more you know about your money, the better decisions you will make with your money.
As a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, I work to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions.
Retirement should create enjoyment, not anxiety. Learn how you can make meaningful strides towards an enjoyable retirement with the 5-step retirement income plan we’ve developed to help you make the best choices with your money.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Investment Management Analyst (CIMA)
Certified Kingdom Advisor (CKA)
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Retirement Income Certified Professional (RICP)
Affiliations
BBB Accredited Business
CFA Institute
CFP Board
Financial Planning Association
FinCon
Primary Location
15350 W. National Ave., Ste 214, New Berlin, WI 53151
Our first meeting is free. You will learn more about us, and we'll learn more about your situation so that we can point you in the right direction.
You will get actionable value from our first meeting, and should you choose to work with us going forward you'll learn how we could work together, the pricing structure, and the process we would use to help you reach your retirement goals.
Offers Investment Management
Yes
About our Firm
We provide retirement, investment and tax planning for people preparing for retirement.
You will learn how to:
* Turn your retirement savings into income
* Control and protect your lifetime income
* Minimize your taxes throughout retirement
Create a consistent retirement income with our 5-step retirement income process.
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