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

(262) 338-6621

Encore Careers: Push Your Boundaries Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React

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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Solve a mystery while learning how important your credit report is with this story-driven interactive.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Critical Estate Documents

Critical Estate Documents

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Tips for Finding Care for Your Disabled Child

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Spotting Credit Trouble

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Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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