Jeremy Keil – CFP®, CFA retirement-focused financial planner with Keil Financial Partners, interviewed on the Influential Entrepreneurs podcast.
Jeremy Keil discusses his approach to helping clients create retirement income consistent with Keil Financial Partners’ 5-Step Retirement Income Process.
Listen to the interview on the Business Innovators Radio Network
Jeremy explained that âRetirement can be both the most exciting and the scariest time of your life. You’ve spent over 35 years working hard, saving every dollar you could while supporting your family, and now you’ve come to your destination: retirement! But how do you turn 35 years of savings into income that will last the rest of your life? If you are looking to simplify your retirement process? Looking for answers on when to retire and how much you can live on? We put together your retirement photo in 5 easy steps. If you want to work with a financial advisor who is clear with you about the amount you are paying; if you want to work with an advisor who can answer all your questions about retirement planning, social security, health insurance; and if you want a transparent discussion about your needs and how much you’ll pay for sound adviceâ¦ we can help!
On Jeremy Keil
Jeremy enjoys helping people get to know each other better and be more confident in their money.
After graduating from college, Jeremy started selling costumes at Jos A. Bank and working on different political campaigns, which probably explains his love for the tie and the joy he feels in saving money. for its clients through a tax strategy.
You could probably guess it by the number of letters after its name. Yet, since he started 17 years ago, Jeremy has read as many books on financial planning, retirement and tax planning as he can and enjoys applying this knowledge to help his clients.
In fact, out of more than 10,000 financial advisors in Wisconsin, only six have the unique combination of being a CERTIFIED FINANCIAL PLANNER. professional AND holder of the Chartered Financial AnalystÂ® charter.
As an assistant professor at Concordia University Wisconsin (Cedarburg) and Wisconsin Lutheran College (Milwaukee), Jeremy learned to approach complex financial topics and explain them in a way that even a caveman (student) could. understand.
If he could keep high school kids awake during Friday 8am Corporate Finance classes, you can be sure that by working with Jeremy you will know more, feel better, and make better decisions about your career. money.
When not working on his goal of helping people figure out their ideal retirement strategy, Jeremy can be found hanging out with his wife, Robyn, and two daughters, Emery and Harper in swimming, dancing, gymnastics. or their church, Lakepoint, in Muskego, Wisconsin.
Find out more – https://keilfp.com/
Keil Financial Partners is part of Thrivent Advisor Network, LLC (âThriventâ), a registered investment advisor (âRIAâ) located in the State of Minnesota. Thrivent provides investment advice and related services to its clients nationwide. Thrivent will retain all applicable registrations and licenses required by the various states in which Thrivent does business, as applicable. Thrivent provides individualized responses to people in a particular state only after complying with all regulatory requirements, or under an applicable state exemption or exclusion. Thrivent Consultants provide advisory services under a practice name or under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliates.
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