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Directory → Financial Services → New Berlin → KeilFP
K
KeilFP
Retirement Planning, Financial Planning, Investment Management, Tax Planning, Financial Education, Estate Planning.
What KeilFP does
Keil Financial Partners is a team of Milwaukee financial advisors offering retirement planning, investment management and tax planning. Its Retirement Master Plan coordinates income, Social Security, taxes, investments and estate planning into one strategy, with ongoing guidance as retirement decisions and rules change. Each client works with a dedicated CFP® professional, after an initial introductory call. The planning approach was developed by Jeremy Keil over 20+ years and is shared in his book, Retire Today, and on his podcast and YouTube channel.
Summarised from the business's own website, checked October 2026. Not written or endorsed by the business.
About
Financial Advisor in New Berlin, WI
Choosing a financial services provider
Before handing over money or financial details, confirm the firm is authorised by the financial regulator where you live. That is the single most important check.
What to check
- Authorised or registered with the financial regulator
- All fees and commissions stated in writing
- Whether advice is independent or limited to certain products
- How complaints are handled
Questions to ask
- How are you paid for this?
- What are the risks, in plain words?
- What happens if I want to leave or move my money?
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