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2410 S Main St, Suite D
West Bend, WI 53095

(262) 338-6621

The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Understanding Today’s Financial Environment

Welcome, I’m Stephen Kjer, a financial professional in West Bend, Wisconsin. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We provide accounting and tax services so we know how to make it all come together. We can help you address your needs of today and for many years to come. 

Call us at (262) 338-6621 - we look forward to working with you through all stages of your life. 

Helpful Content

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All Muni Bonds Are Not Created Equal

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A Living Trust Primer

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A Primer on Irrevocable Life Insurance Trusts

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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How Compound Interest Works

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Saving for College

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Keys to Investing for Retirement

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It May Be Time for a Financial Checkup

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Can Election Results Predict the Market?

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Bursting the Bubble

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