Maximize Your Retirement Income
Financial Planning & Investment
Advice for the Almost Retired
Lower Your Lifetime
Tax Bill
Avoid Mistakes With
Your Pension
Get The Most out
of Social Security
CFP®️ Fiduciary
Financial Advisors
Jeremy Keil Featured In
Don't Miss Out
On The Money You Deserve in Retirement
(just because you got the timing wrong)
Retirees often make the mistakes of taking Social Security at the wrong time, paying taxes at the wrong time, putting money in, and taking money out of the stock market at the wrong time.
Don't retire until you know the answers to these questions:
If you're not sure what you should do, let's talk.
Create your Retirement Master Plan
In 5 Simple Steps
Taking money out of your retirement accounts is completely different than putting money into your accounts. The math literally changes, so your process needs to change (and often your advisor needs to change).
Understand How Much Will You Spend
Discover how much income you need and when you could retire.
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Maximize How Much You Make
Maximize your lifetime income from pensions and Social Security.
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Lower Your Lifetime Taxes
Use the tax rules to your advantage.
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Invest Wisely
Choose the right mix of short-term and long-term investments.
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Protect Your Legacy
Prepare for the big retirement risks, and make the inheritance easy on your kids.
Listen & Subscribe
Jeremy's top-rated retirement podcast and YouTube channel
Learn more about your money so you'll feel better about your money and make better money decisions
![spotify_podcast.png[1]](https://keilfp.com/wp-content/uploads/2025/03/spotify_podcast.png1_.webp "spotify_podcast.png[1]")
Create Your Retirement Income Plan In
Three Easy Steps
Free Strategy Call
You can grill us on our expertise, and we can learn more about the Social Security, pension, investment and tax decisions that could make or break your retirement
Retirement Revealed Report
We'll give you a written report on what's possible and what direction we recommend based on how much hidden value is in your Social Security and tax planning decisions
Hire us (or don't)
The Retirement Revealed Report is free, but our goal is to help you get retired and stay
retired 🙂 by becoming your financial advisor
What Questions Do You Have?
Almost everyone approaching retirement has the same types of questions:
You've probably never retired before and you don't want to make the mistake of retiring too soon and not having enough money, or too late, and miss out on all the joys of retirement. Follow these 5 steps to create a consistent retirement income.
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Your taxes in retirement are one of your top 3 costs, along with your home and your healthcare. You have a lot more control over your taxes in retirement than you might think. Here is our 5-Step game plan to lower your lifetime taxes.
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It's tough to figure out whether your pension gives you a better deal with a lump sum payout or monthly annuity income. You've worked hard for your money and deserve to get the most from your pension. That's why we created a 9-Step Pension Decision Process.
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When you file for Social Security could make or break you $100s of thousands of dollars. You need to consider your longevity, your taxes, your other investments, and especially your future widow's situation. Before you file for Social Security learn how to make smarter Social Security Decisions.
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As you approach 65 the biggest decision you'll make is whether you stick with 'Original Medicare' and find a Medicare Supplement or go into the Part C 'Medicare Advantage' system. Here are 6 tips to help you make that Advantage vs Supplement Medicare decision.
Get answer to your questions
Get retired and stay happily retired
We provide financial planning and investment advice for the almost retired. We may be Milwaukee Financial Advisors but we work with clients all over the United States.
A typical client will start working with us when they are within one year of retirement as they start to wrestle with major decisions about how to handle their Social Security, pension, and tax planning.
Typical Keil Financial Partners Clients:
- Have saved $500k+
- Are focused on their Return on Life
- Engineers, Scientists and Directors from places like Harley-Davidson, Abbott/AbbVie, We Energies, & AT&T
- Support their church and/or favorite charities
