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Your Goals.
Your Plan.
Your Future.

enjoyment

Your Goals.
Your Plan.
Your Future.

faimly members

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.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us
Beneficiary Designations: Who Gets the Money?

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

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HOT TOPIC: The Shutdown is Over: What Now?

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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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Home Affordability

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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