Retirement Planning for the Decisions That Matter Most
You’ve spent decades saving for retirement. Now you have a lot of big decisions to make.
When should you retire? When should you take Social Security? What should you do with your pension? How do you turn your savings into income? And how can you pay less in taxes over your lifetime?
Those are the kinds of decisions we help people make.
Keil Financial Partners is a retirement planning firm serving retirees nationwide from near Milwaukee, Wisconsin.
We specialize in helping people who are getting close to retirement and want to know they’re making the right decisions before those decisions become hard to change.
Jeremy Keil, CFP®, CFA®
Founder of Keil Financial Partners
Author of Retire Today
Our 5-Step Retirement Master Plan
Retirement isn’t one decision. Your income, Social Security, pension, taxes and investments all affect each other.
That’s why we bring everything together using our 5-Step Retirement Master Plan:
Spend. Make. Keep. Invest. Leave.
It’s the same framework Jeremy Keil shares in his book, Retire Today, and it’s the process we use to help our clients make great retirement decisions over time.
Abbott AbbVie Retirement Planning
Abbott and AbbVie employees face unique retirement planning opportunities, from maximizing company retirement benefits to making informed pension and investment decisions.
Retirement Planning
Retirement should be something you look forward to, not anxiety-inducing. Keil Financial Partners helps relieve that anxiety by providing clear, concise retirement planning from our team of experts.
Investment Management
You should always know where you're investing your wealth because when you know more about your money, you feel better about your money. Investments are a big decision, we're here to make sure it's an informed one.
Financial Advice
Our Financial Advice services help individuals and families make informed decisions about retirement, investments, taxes, and long-term financial goals with confidence. Through personalized guidance and education, we simplify complex financial choices so you can build a secure future and enjoy greater peace of mind.
Retirement Income Planning
Retirement Income Planning helps individuals and families create a reliable strategy for generating income throughout retirement while managing taxes, investments, Social Security, and other financial resources. By developing a personalized plan, clients can gain greater confidence in their financial future and make informed decisions that support their long-term retirement goals.
Social Security and Pension Planning
Social Security and Pension Planning helps individuals maximize their retirement income by making informed decisions on when to claim benefits and how to coordinate them with other sources of income. Through strategic planning, clients can reduce taxes, improve long-term financial security, and make the most of their Social Security and pension benefits.
Tax Planning for Retirement
Tax Planning for Retirement helps individuals develop strategies to minimize taxes on retirement income, including withdrawals from savings, Social Security benefits, and other investment sources. By planning ahead, clients can keep more of their income and improve long-term financial efficiency throughout retirement.
Retirement Strategies
Some retirement decisions call for specialized planning. Whether you work at Abbott, AbbVie, Harley-Davidson, or WEC Energy Group, you are a Big 4 partner, or you are navigating executive compensation, stock awards, and advanced tax moves like Roth conversions, net unrealized appreciation, and required minimum distributions, the right approach depends on your specific benefits and tax situation. Explore strategies built around your circumstances so you can retire with a plan made for you.
Christian Financial Advisor
A Christian Financial Advisor helps individuals and families make retirement, investment, tax, and financial planning decisions that line up with both their financial goals and their Christian values. We help clients put the pieces together so they can make wise decisions with their money and feel confident about the retirement they’re building.