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Your Goals.
Your Plan.
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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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Avoiding Probate with a TOD Deed and TOD Account

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

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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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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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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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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Credit Card Debt

How Long Will It Take to Pay my Balance?

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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