Jeremy Keil discusses his approach to helping his clients create a consistent retirement income with the Keil Financial Partners’ 5-step retirement income process.
Listen to the interview on the Business Innovators Radio Network
Jeremy explained that “Retirement can be both the most exciting and scariest time of your life. You’ve spent 35+ years working hard, saving every dollar you could while still providing for your family, and now you’ve arrived at your destination: retirement! But how do you turn 35 years of savings into an income that will last the rest of your life? If you are looking to make your retirement process simple? Searching for answers on when to retire and how much you can live on? We put your retirement picture together in 5 easy steps. If you want to work with a financial advisor who is clear with you about how much you are paying; if you want to work with an advisor who can answer all your questions about retirement planning, social security, Medicare; and if you’d like a transparent discussion about your needs and how much you will pay for sage advice…we can help!”
About Jeremy Keil
Jeremy loves helping people learn more about themselves and feel more confident about their money.
After graduating from college, Jeremy started selling suits at Jos A. Bank and working on different political campaigns — which probably explains his love for wearing a tie and the joy he gets when saving money for clients through a tax strategy.
One could probably guess this by the number of letters after his name. Still, since he started 17 years ago, Jeremy reads as many books on financial, retirement, and tax planning as he can and loves to apply that knowledge towards helping his clients.
In fact, out of over 10,000 financial advisors in Wisconsin, only six have the unique combination of being a CERTIFIED FINANCIAL PLANNER professional AND a Chartered Financial Analyst® charterholder.
While serving as an adjunct professor at Concordia University Wisconsin (Cedarburg), and Wisconsin Lutheran College (Milwaukee), Jeremy learned how to take complex financial topics and explain them in a way that even a caveman ( college student) could understand.
If he could keep college seniors awake during 8 a.m. Friday classes about corporate finance, you can be sure that while working with Jeremy, you’ll know more about, feel better about, and make better decisions about your money.
When not working on his goal to help people discover their ideal retirement strategy, one can find Jeremy hanging out with his wife, Robyn, and two daughters, Emery and Harper at swim, dance, gymnastics, or their church, Lakepoint, in Muskego, Wisconsin.