Meet the Team Helping You Get Retirement Right
Most of the people we work with are retiring in the next five years—many within the next 12 months—and they want to make sure they get these decisions right.
You’ve done the hard work of building your wealth.
But retirement brings a different kind of challenge.
Instead of one big goal, you’re faced with a series of decisions—how to create income, how taxes will affect you over time, what to do with your investments, and how choices like Social Security or a pension fit into the bigger picture.
And many of those decisions are connected.
Some of them can’t be easily undone.
That’s the part most people aren’t prepared for.
At Keil Financial Partners, our role is to help you think through those decisions clearly—and make sure everything works together.
Our Retirement Insights Have Been Featured In:
You’re Supported by a Team—Not Just One Person
When you work with us, you’re not relying on a single advisor.
You’re supported by a team that works together behind the scenes to help you think through decisions and keep everything on track over time.
- Your Retirement Financial Advisor leads the process and guides your decisions
- Our planning and investment specialists support the analysis
- Our service team helps make sure everything is handled accurately and on time
So instead of wondering, “Did I miss something?” you have a team making sure nothing falls through the cracks.
How We Help You Think Through These Decisions
We guide you through the questions that tend to matter most in the years leading up to retirement:
- How much you can safely spend
- Where your income will come from—and how to approach Social Security
- How taxes may affect your plan over time
- How your investments support your income and long-term goals
- What happens to what’s left
The goal is to bring those decisions together into one clear plan—and help you adjust that plan as life changes.
Advisors
The Team Helping You Create Your Retirement Master Plan
Jeremy Keil, CFP®, CFA®
John Kurcz, CFP®
Daria Zalewska, CFP®, RICP®
Operations
The Team Making Sure Your Plan Works In Real Life
Evan Salentine
Joe Witkowski, CFP®
Brandon Boyer
Service
The Team Making Sure Everything is Smooth and Organized
Theresa Chukwu
Stephanie Watson
Neil Keyser
Where We Serve
Many of the people we work with first find us through our educational content, podcast, YouTube videos, or book.
Some clients live nearby in the Milwaukee area—including Brookfield, Waukesha, Muskego, and New Berlin—while others work with us virtually from across the country.
For local clients, we can meet in person at our office. For clients outside Wisconsin, we work together virtually through video meetings, phone calls, and secure online tools.
Either way, the goal is the same:
Helping you make smart retirement decisions with confidence.
Who We Serve
We tend to work best with people who are getting close to retirement and want help making thoughtful financial decisions about what comes next.
Most of our clients:
- Are retiring in the next five years—many within the next 12 months
- Have saved $500,000–$5,000,000+
- Prefer ongoing guidance rather than a one-time plan
- Want to make sure their income, taxes, and investments are working together
Ready to Talk Through Your Situation?
If you’re getting close to retirement and want to talk through the decisions in front of you, we’re happy to have a conversation.
We’ll walk through where you are today, what you’re thinking about, and what may be worth considering next.
No preparation needed.
No pressure—just a chance to see if this would be helpful for you.