The 5-Step Retirement Plan Course

Ready to retire with financial peace?

Grab the FREE retirement plan course to learn how to make the best choices with your money when planning for retirement!

Grab Your Guidebook

Are you feeling worried about...

  • Being able to retire when you want and how you want?
  • Paying too much in taxes or making the wrong Social Security and pension choices?
  • Running out of money during your retirement?
  • Finding a retirement planner who can get the job done right?

Have No Fear! We're here to help...

Our free 5-step retirement course will help you if...

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#1

You're feeling confused or anxious about retirement planning.
(don't worry, you are far from alone!)

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#2

You want expert guidance on the essential aspects of retiring and retiring well.

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#3

You only retire once. We help people around the world retire every day.

Get the 5-step retirement plan video series right to your email

You Ready?

Get the 5-Step Retirement Plan Video Series Right to Your Email

Our goal is to make each video training inside this course as valuable as possible! Once you sign up, we'll send you our 5-step retirement plan through short, impactful videos that you'll get over the next 5 days.

 

We do this to provide helpful, actionable training content in bite-size pieces so you can absorb the information and take the next steps. Plus, this way it's easy for you to save and revisit the trainings whenever you wish!

 

Once you sign-up, be sure to check your spam folder if you don't see our email right away! And if you still don't see it, feel free to send us a message right here: https://keilfp.com/contact-us/

Grab Your Guidebook

Get retired and stay happily retired with the help of Keil Financial Partners.

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:

  • How do I get the most money out of my Social Security & Pension?

  • How do I lower my lifetime tax bill?

  • How do I turn my $500k+ retirement savings into retirement income?

  • If you're not sure what you should do, this course can help.

Check out what's inside your free course.

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Video 1

Spend

While most advisors are focused on investing and how much you have saved, we believe you need to focus on finding out how much you need, on a monthly basis, and when you might start needing that money. When you plan for getting the right amount of retirement income, instead of a big number on your statements, you’ll be better prepared for retirement.

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Video 2

Make

Just because you stop working doesn’t mean you stop making money. You will make money from your Social Security. You might have a pension, or real estate or some kind of annuity. When you focus on maxing out what you have available through your one-time choices with Social Security and pensions you could end up avoiding those big $100k+ mistakes that studies show most retirees are making.

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Video 3

Keep

It’s not just what you make, but what you keep. When you focus on lowering your lifetime tax bill by proactively planning when you take money out of your accounts and which accounts you take money from you should be able to keep more of your hard-earned money by lowering your lifetime tax bill.

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Video 4

Invest

Your decisions on how much you spend in retirement, when you retire, how you take your pension and how you plan out your taxes are more important than your investment decisions – which is why you need to focus on those decisions you can control first. You can’t control the stock market, but you can decide how much money to take out of the market, and how much risk you take in the market.

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Video 5

Legacy

When your retirement is over, will you leave behind some money or will you leave behind some bills for your family? Protect against the big risks facing your retirement through planning, and perhaps insurance. Create your family legacy with the proper estate planning documents.

Send this free course my way!

Grab Your Guidebook
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Are you ready?

Say YES to financial peace when you retire.

At Keil Financial Partners, we know that figuring out retirement on your own can leave you anxious, and finding the right retirement planner can be challenging. That’s why we created this 5-step retirement income plan course to help you make the best choices with your money.

Get it now at no cost to you.

Just drop your name and email and you'll receive
the course in your inbox.

Meet Your Retirement Guide

Hey, I'm Jeremy Keil!

I love helping people learn more about, and feel more confident about their money.
While serving as an adjunct professor at Concordia University Wisconsin (Cedarburg), and Wisconsin Lutheran College (Milwaukee), Jeremy learned how to take complex financial topics and explain them in a way that even a caveman (I mean college student) could understand.

If he could keep college seniors awake during 8 a.m. Friday classes about corporate finance, you can be sure that while working with Jeremy you’ll know more about, feel better about, and make better decisions about your money.
When not working on my goal to help people discover their ideal retirement strategy, you’ll find me hanging out with my wife, Robyn, and two daughters, Emery and Harper at swim, dance, gymnastics, or their church, Lakepoint, in Muskego, Wisconsin.

Learn More About Jeremy