Keil Financial Partners

Keil Financial Partners is a retirement planning firm serving people who are getting close to retirement, with clients across the country. Founder Jeremy Keil, CFP and CFA, leads the team, and the firm works through his five-step Retirement Master Plan, which is also the framework in his book Retire Today. Work covers when to claim Social Security, pension choices, retirement income, investments and tax planning, including Roth conversions and required minimum distributions.

Prospective clients can start with an intro call scheduled through the website, or reach the office by phone or contact form. The office is in New Berlin, Wisconsin, and the firm serves clients nationwide. It offers planning built around Abbott and AbbVie benefits and other employer-specific situations, and it also offers a Christian financial advisor option for those who want planning aligned with their faith.