Maximize Your Retirement Income
Financial Planning & Investment
Advice for the Almost Retired
Lower Your Lifetime
Avoid Mistakes With
Get The Most out
of Social Security
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.
The Keil FP 5-step
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.
Maximize How Much You Make
Get the most money over your lifetime, not just next month.
Lower Your Lifetime Taxes
Use the tax rules to your advantage.
Choose the right mix of short-term and long-term investments.
Protect Your Legacy
Prepare for the big retirement risks, and make the inheritance easy on your kids.
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
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