Jeremy Kisner Wealth Management is a Financial Advisor in
Phoenix serving clients nationwide.
Start by getting clear answers to your questions about financial, retirement and estate planning. We’ll help you create a customized financial plan to avoid common mistakes and build financial security.
Protect and grow your wealth with an investment partner who puts your interests first. We give you a well-diversified, well-researched strategy to manage your money and make adjustments as your goals change or new opportunities arise.
Watch the demo of our hands-on, easy-to-use
asset management and financial planning tool.
Chances are, your retirement planning thus far has amounted to saving as much as you can, worrying about how it’s invested, and wondering when you’ll know that you’re ready and able to take the plunge into actual retirement.
That’s kind of like ‘planning’ a trip by stockpiling all the food and water you possibly can, while not giving any real thought about where exactly you are going and what you will do once you get there.
Consider this for just a moment:
How to start planning your Ideal retirement:
TALK WITH US
Schedule a free strategy session and tell us what you want your future to look like.
GET A PLAN
Align your portfolio with your goals for retirement.
ENJOY YOUR FREEDOM
Transition smoothly into retirement and experience everything on your bucket list.
WE’VE HELPED OTHERS…
…Provide for family members.
We advised a widow about provisions she could add to her trust to ensure her financially irresponsible daughter will never be homeless, and worked with her attorney to get it done.
…Navigate real estate sales.
We helped a newly retired couple plan to sell their rental properties and trade their current vacation home for one closer to their children and grandchildren.
…Decide what they want out of retirement.
We helped a workaholic engineer figure what she wants to do with the rest of her life, and then developed a financial plan showing it was possible.
…Create lifetime income.
We helped a small business owner sell his business and use the proceeds to create lifetime income and a financial legacy for his family.
Now how can we help you?
Jeremy has shared his insight on these leading news and information channels: