Make retirement the best years of your life.

We help busy professionals plan their finances and manage their investments.

Jeremy Kisner Wealth Management is a Financial Advisor in
Phoenix serving clients nationwide.

Don’t lose the money you’ve worked so hard to save.

FINANCIAL PLANNING

Plan a fun and fulfilling retirement by going beyond the numbers. We help you find solutions to your questions about financial and retirement planning and we’ll even help you plan your estate .

SEE OUR 5-MEETING PLANNING PROCESS >

INVESTMENT MANAGEMENT

Protect and grow your wealth with an investment partner who puts your interests first. We help you get a well-researched, well-diversified investment portfolio without any conflicts of interest.

SEE A DEMO OF OUR FINANCIAL DASHBOARD >

Planning your retirement can be overwhelming . . .
but it doesn’t have to be.

DISCOVER WHAT YOU REALLY WANT

Clarify what will really make your retirement years the best years of your life.

PARTNER WITH A
TRUSTED ADVISOR

Be confident that your best interests drive every decision as we help you plan your finances.

ALIGN YOUR
INVESTMENTS

Refine your plan and position your assets so you can do everything on your bucket list.

What financial challenges do you worry about?

How to start planning your worry-free retirement:

TALK WITH US

Schedule a free coaching 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.

WHAT’S IN A COACHING SESSION?

Enjoy a candid and thought provoking conversation with Jeremy.
Get answers to your questions and figure out the next steps for your financial planning and investing strategy.

Cost: Free

Duration: 30-60 Minutes

GET YOUR RETIREMENT PLANNING TOOLKIT

Our Retirement Planning Toolkit will help you organize your finances and visualize your retirement. Don’t worry; it’s easier than you think.

In our Toolkit, you’ll learn and implement:

5 most important aspects of retirement planning and
what to do about them in your situation
How to clarify what really makes you happy and how you
want to spend your retirement years
3 essential worksheets for easy and accurate planning

WHAT DOES RETIREMENT LOOK LIKE TO YOU?

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:

The average person is 40% more likely to become clinically depressed soon after he or she retires.

Yeah, I know. It’s depressing to even think about that. So, let’s think about something wonderful instead. Let’s think about the potential you have to enjoy the healthiest, longest, and most satisfying retirement years in human history.

A great retirement requires some great retirement planning. And that’s what we’re here to help you do.

Think, for a moment, about one of your greatest vacations. Remember the excitement, anticipation, and joy you experienced planning that trip? Chances are, that planning was nearly as memorable as the trip itself.

Your retirement is the trip of your lifetime. Planning it should be fun … as you contemplate where you want to live, how you want to live, what you will do and when you will do it.

My bet is that, when approached thoughtfully and insightfully, your idea of a great retirement will be far more personal, more specific, more satisfying, and more exciting than you first imagine.

So, what’s first? You probably have some starting questions. Let’s talk and get them out of the way.

Jeremy has shared his insight on these leading news and information channels:

Jeremy Kisner Wealth Management is a Financial Advisor in
Phoenix serving clients nationwide.

Don’t lose the money you’ve worked so hard to save.

FINANCIAL PLANNING

INVESTMENT MANAGEMENT