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  2. Why Us?
  3. Process

Process

A strong planning process is the best way to create a strong, flexible financial plan.

A transparent, effective planning process is based on two key aspects of financial planning: protection and access to funds when needed. A plan must ensure liquidity, to allow its owner to access funds when needed. It must also take into account key stages of life. This can include preparing for events such as retirement, death, and in the event of disability and/or critical illness.

With these goals in mind, the first step in building a comprehensive plan is to assess total financial planning needs. This involves a consideration of important milestones such as retirement, insurance, major purchases and educational costs, as well as ongoing financial management strategies. Once these factors are identified, the client is prepared to choose the products and services that best address his or her needs.

This goal-based financial planning approach is designed to help:

  • Define customized short- and long-term goals that ensure only the right financial products and services are chosen
  • Identify roadblocks or gaps that might impact the financial planning strategy
  • Continually monitor the plan to ensure it meets changing needs and circumstances

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.

What is Financial Security Planning?

Financial planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in life.

A strong plan is developed in collaboration with a financial planner, and includes a balance of products that is flexible enough to meet changing needs across a client’s personal and professional life.

The first step to achieving a strong financial plan is creating an effective strategy that:

  • Prepare for a secure, comfortable retirement
  • Minimize current taxes
  • Pro-actively manage and control debt
  • Help prepare for a child’s college education
  • Provide loved ones or heirs in the event of death, disability or critical illness
  • Protect businesses and their employees

Why Us?

  • Process

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Mequon Office

Rob Kieckhefer

Phone: 414-852-9595
Email: rob.kieckhefer@kieckhefergroup.com


Evan Salmela

Phone: 414-704-3826
Email: evan.salmela@kieckhefergroup.com

 






1323 W. Towne Square Rd., Mequon, WI 53092


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Kieckhefer Group is a registered investment advisor.   Form CRS

The Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Wisconsin.

The Kieckhefer Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC) located in the State of Wisconsin. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
Investing involves risk and the potential for loss of principal capital. Past performance is not a guarantee of future returns. Investors should carefully review all information available pertaining to any particular investment or investment strategy, specifically risk, fees, liquidity, and other factors as appropriate.
The information contained in this material is intended to provide general information about The Kieckhefer Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services is provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions.
Market data, articles and other content in this material are based on generally available information and are believed to be reliable. The Kieckhefer Group does not guarantee the accuracy of the information contained in this material.
The Kieckhefer Group will provide all prospective clients with a copy of our current Form ADV Part 2A (Disclosure Brochure) prior to commencing an advisory relationship. However, at any time, you can view our current Form ADV Part 2A at adviserinfo.sec.gov. In addition, you can contact us to request a hardcopy.

 

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