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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.

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Contact Us

Please feel free to contact us with any questions.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Required Minimum Distributions

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

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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