Keil Financial Partners
For Keil Financial Partners
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Overview
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2 - 9
Employees
2019
Year Founded
ABOUT KEIL FINANCIAL PARTNERS
Financial Advisor Near Me
We understand that planning for retirement independently can cause a lot of stress. It can also be challenging to select an appropriate retirement planner. That's why we've developed a 5-step retirement income strategy to help you make wise financial decisions. Our blog, guidebooks, and podcast heavily emphasize financial education.
Languages Spoken
English
HIGHLIGHTS
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2 - 9
Employees
2019
Year Founded
Services
Focus
Industries
Clients
Services Provided
69% Financial Planning
20% Financial Advisory & Consulting
11% Educational Services
About the Team
OUR STORY
Navigating retirement after a decade or more at a publicly traded company presents complex decisions that can significantly impact your financial future. Many individuals seek clarity on managing their 401(k), optimizing tax strategies for company stock, and determining the best approach to pensions—whether to opt for lump sums, monthly payments, or survivorship options. Our expertise lies in guiding clients through these intricate choices, focusing on maximizing the value of stock options, restricted stock units, and deferred compensation, all while carefully considering tax implications. We offer comprehensive planning that includes pension evaluation, healthcare selection for retirement, and strategic account withdrawals to secure a prosperous retirement. With specialized experience supporting employees from companies like Harley-Davidson and WEC Energy Group, we are dedicated
Projects & Clients
Project Size & Rate
Minimum Project Size
$1,000+
Average Hourly Rate
< $25/hr
Locations
Headquarters
15350 W National Ave, Suite 214
New Berlin, Wisconsin, United States 53151