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

(262) 338-6621

What You Need to Know About Social Security Retirement Plan Detectives Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home

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

Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Investments

Investments

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

 

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Mortgages in Retirement

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

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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