Our Services
KIEFER INVESTMENT SERVICES provides individualized, customized financial services to help clients pursue their financial goals.
The firm offers a wide range of products, including managed money accounts, brokerage accounts, IRAs, and college 529 plans. Using stocks, bonds, mutual funds, and ETFs, KIEFER INVESTMENT SERVICES builds customized investment portfolios based on each client’s needs and objectives. Life insurance, long-term care insurance, and annuities are also discussed when appropriate.
Ongoing Guidance and Account Oversight
Counseling and open communication are essential to the process of helping clients identify the risks associated with any asset class or allocation. Client accounts are monitored by the firm and reviewed periodically to help clients remain on track. Adjustments can be addressed as life events occur.
Customized Planning for Life’s Milestones
Once a client’s goals have been established, KIEFER INVESTMENT SERVICES develops customized plans designed to align with that client’s financial objectives.
These objectives may include:
- A new job
- Entrepreneurship
- Financial security after divorce
- Retirement
- College planning
- Financial security after the death of a spouse
- A wedding
- A new child
- Loss of a job
No matter the stage of life or financial circumstance, KIEFER INVESTMENT SERVICES is committed to providing thoughtful guidance, personalized planning, and ongoing support.
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