fbpx
Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Keil Financial Partners Jeremy Keil, CFP®, CFA, CIMA® New Berlin, Wisconsin

Find your ideal retirement strategy with our 5 step retirement income process.

Areas of Focus

  • Choosing a Financial Advisor
  • Employee Benefits
  • Financial Life Planning
  • Giving
  • Inherited Wealth

Professional Designations

  • Certified Financial Planner (CFP)
  • 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

Location

15350 W. National Ave., Ste 214, New Berlin, WI 53151

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Hourly Rate
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

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.

Languages

  • English

Hobbies and Interests

  • Church
  • Cycling
  • Exercising
  • Family
  • Movies
  • Music
  • Reading
  • Relaxing
  • Running
  • Swimming
  • Volunteering
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Investors
  • Living in Retirement
  • Widow