Jeremy Keil, CFP®, CFA®, CKA®
Retirement Financial Planning for People Approaching and Living in Retirement
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Serving Clients Nationwide
Retirement Financial Planning for People Approaching and Living in Retirement
Areas of Focus
- Medicare / IRMAA Planning
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Social Security Optimization
About Jeremy Keil, CFP®, CFA®, CKA®
I'm Jeremy Keil, CFP®, CFA®, CKA®, founder of Keil Financial Partners, author of the book Retire Today, host of the Retire Today podcast, and creator of the Mr. Retirement YouTube channel.I specialize in helping people make the big financial decisions that come with retirement.
Most of the people I work with are within five years of retirement or have recently retired. They're trying to answer questions like: When can I retire? When should I take Social Security or my pension? How do I turn my savings into income? How can I reduce taxes throughout retirement? And how should all of these decisions work together?
I've been helping people answer those questions since 2003. My goal is to take complicated retirement decisions and make them easier to understand, so you can make informed decisions about your retirement.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Kingdom Advisor (CKA)
- Chartered Financial Analyst (CFA)
Affiliations
-
BBB Accredited Business
- CFA Institute
- CFP Board
- Financial Planning Association
- FinCon
- CFA Institute
Primary Location
15350 W. National Ave, Suite 214, New Berlin, WI 53151
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Our first meeting is a 30-minute Intro Call. We'll talk about what retirement decisions you're facing, what's most important to you, and what prompted you to reach out. You'll also learn how our Retirement Master Plan process works and what it would look like to work together. There's no pressure to make a decision on the call. The goal is simply to see if we're a good fit for each other and determine the right next step.Offers Investment Management
Yes
About Keil Financial Partners
Keil Financial Partners is a retirement-focused financial planning firm in New Berlin, Wisconsin, serving people throughout the Milwaukee area and beyond.We help people who are approaching or living in retirement make the big decisions that come with this stage of life.
Our ongoing Retirement Master Plan process brings together five areas: Spend, Make, Keep, Invest, and Leave. That means helping you determine what you can spend, turn your savings into income, make informed Social Security and pension decisions, plan for taxes throughout retirement, invest around your retirement goals, and create a plan for the people and causes you care about.
Many of our clients come to us when they're within five years of retirement and asking, "Are we doing this right?"
Our job is to help you answer that question with an ongoing retirement plan built around your life.
See www.keilfp.com for important disclosures.
Languages
- English
Hobbies and Interests
- Church
- Cycling
- Exercising
- Family
- Reading
- Swimming
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Actuaries
- Baby Boomers
- Business Owners
- Engineers
- Living in Retirement
- Pre-Retirees
- Widow
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