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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.

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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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