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Your Goals.
Your Plan.
Your Future.

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Your Goals.
Your Plan.
Your Future.

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Your Goals.
Your Plan.
Your Future.

Helping you manage your wealth and achieve your financial goals

KIEFER INVESTMENTS SERVICES offers individualized and customized financial services. We help our clients achieve their financial goals by creating customized investment portfolios using a variety of products.

A client's account is monitored by the firm and reviewed on a periodic basis to help clients stay on track. KIEFER INVESTMENT SERVICES provides ongoing education with the belief that clients will be better able to identify their goals and make sound decisions to help reach them.
 

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Describes financial burdens associated with end-of-life care and funerals.

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Explores how investment strategy changes once retirement begins.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estimate the future value of your current savings.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck