Jeremy Keil, CFP®, CFA, CIMA®

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

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Keil Financial Partners Jeremy Keil, CFP®, CFA, CIMA®
New Berlin, Wisconsin

Serving Clients Nationwide

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

About Me

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

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.

See www.keilfp.com for important disclosures.

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

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