Many people find taxes, retirement and investing complicated. They’re worried about making the wrong choice and get stuck on the sideline as opportunities pass them by.
We believe that taking care of your finances should allow you to enjoy your life, not create anxiety.
Learning more about your money helps you feel better about your money, which helps you make better financial decisions.
Whether you are trying to learn more about
- 401(k)’s, Roth and Traditional IRAs.
- Stocks, bonds, mutual funds, exchange traded funds
- College planning or Estate planning
- How to maximize social security and pension choices
We’ll take the time to help you understand your choices so that you are making decisions because you feel its best, not just because some guy in a suit told you to do it.
At Keil Financial Partners we know that figuring out retirement on your own can leave you anxious and finding a good retirement planner you can trust is hard.
That’s why we created a 5-step retirement income plan to help you make the best choices with your money. And why we focus so much on financial education through our blog, guidebooks and Retirement Revealed podcast.
Please call or email us with any of your financial questions, before or after you retire. We’ll get you started in the right direction.
If this sounds like you and you need help putting the pieces of your retirement puzzle together: