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Jeremy Kisner

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Services

Solutions for the next stage of your financial life.

Client Profile

Most clients fit the profile of the “Millionaire Next Door” (watch video to learn more).  We provide Financial Planning & Investment Management services to these clients to help them build and protect their wealth.

My goal is for each client to think of me as a trusted and insightful friend who will raise questions they may not have considered, explore consequences they may not have foreseen, and bring a new set of solutions and perspectives.

Financial Planning

Financial Planning

Financial planning is figuring out how to use your current and future resources to build a life that you love.

Traditional financial planning is frequently based on simplistic rules, such as… always buy term insurance, or always save a certain percentage of your income. Unfortunately, these rules don't always yield the best results. Software and spreadsheets are great, but the key to rewarding financial decisions is figuring out what truly makes you happy and developing a strategy to get more of that into your life, sooner.

Money is the #1 source of stress in America, but it doesn’t have to be. Money can be a source of empowerment and confidence. The secret is having a good financial plan.

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Investment Management

Investment Management

Throughout our initial planning process, we discuss your investment history and experience, your short and long-term needs, your time horizon, and risk tolerance. We use these inputs to build a world-class investment portfolio that right for you.

We build portfolios for investors from conservative to aggressive and 3 shades in between. Surevest has also become known a portfolio model that's specifically designed for retirees seeking inflation- adjusted lifetime income.

Our goal is to deliver competitive and consistent performance with low expenses. All investments are fully liquid and commission free.

(Note: investments that have limited liquidity may be used in rare cases with client’s prior approval)

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Equity Compensation

Equity Compensation

Many executives, directors and managers receive compensation in the form of stock options, restricted stock, employee stock purchase plans, and/or deferred comp. Equity compensation is great, but each variation has different variables and tax treatment. Tax planning can be especially important for high earning corporate executives, who have limited time and need a competent team to help them make good financial decisions.

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© 2022 | Jeremy Kisner, CFP is an Investment Advisor Representative of Surevest LLC | All Rights Reserved | 

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