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

(262) 338-6621

Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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. 

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A Bucket Plan to Go with Your Bucket List

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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