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Important Disclosures

Please review the following disclosure documents for our firm:

Alongside LLC Form CRS
Alongside LLC ADV Part 2A Firm Brochure
Financial Advisor Jeremy Keil ADV2B
Financial Advisor John Kurcz ADV2B
Associate Financial Advisor Daria Zalewska ADV2B
Associate Financial Advisor Evan Salentine ADV2B

Create Your Retirement Income Plan In

Three Easy Steps

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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

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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

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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

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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

 

Keil Financial

It all starts with a free 15-minute intro call.

Join over 3,800+ people
who get our Retirement Planning tips every week

Keil Financial Partners
15350 W National Ave, Suite 214
New Berlin, WI 53151
Office: 262-333-8353
Fax: 262-205-6777

© 2025 Keil Financial Partners

Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. Investment advisory activities are delivered through the Alongside, LLC platform. Please visit https://adviserinfo.sec.gov/firm/summary/333587.

Alongside, LLC, doing business as Keil Financial Partners, does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.

References to named publications are for informational purposes only and do not constitute an endorsement or recommendation of the Firm, its services, or any investment strategy.

The opinions expressed and material provided on this website are for general information and should not be considered a solicitation for the purchase or sale of any security or be considered a recommendation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Neither Alongside, LLC, Keil Financial Partners, nor the “Mr. Retirement” or “Retire Today” trademarks is affiliated with – nor endorsed by – Abbott/AbbVie, AT&T, We Energies, or Harley-Davidson, and none of these entities have given approval of the Firm’s advisory services or marketing materials.

While our advisers are familiar with the employee benefit and retirement programs of the referenced companies, this information is general in nature and may not address the full details of your individual circumstances. For complete and authoritative information about your specific benefits, please contact the respective company’s Human Resources department and/or retirement plan administrator.

Alongside LLC Form CRS | Important Disclosures | Privacy Policy