“Am I Going to be Okay?”
As Your Family CFO™, We’ll Address This Pressing Question
Most individuals aren’t sure how to go from working and building up their finances to retiring and using the wealth they’ve earned. At Kizer and Associates, we’re dedicated to helping you find clarity in this life transition. We’ll work closely with you to turn your resources into a financial strategy that supports you, your deepest values and your goals throughout retirement.
We Help Individuals and Couples
Retire Confidently with a Proper Plan in Place
And this is how we do it:
Listen With Compassion
Understanding your goals, fears and concerns is the first step to helping you figure out exactly how to structure your finances for lifelong financial health.
Plan With Diligence
Our process facilitates thoughtful conversations, deep analysis and creative problem-solving — enabling us to identify all opportunities within your financial picture.
Serve With A Family Approach
We see our partnership as one that’s not just about dollars and cents. It’s about helping you live your life fully and experience the financial confidence that comes from a trusting, lifelong relationship.
Accessible Guidance for All
Who Need It
Whether you’ve accumulated upwards of $250K-$3MM or not, we are always happy to sit down and talk with you. What matters most to us is that your financial future is important to you. If that’s the case, we are happy to either onboard you as a client of our own, get you started with general guidance, or steer you to an advisor that might be a better fit.
Our Simple Investment Solution
We invite those looking for a streamlined way to invest to sign up with Voya’s Digital Adviser. This easy-to-use platform is available to all of our clients. If you’re interested, create an account or reach out to learn more.
Voya Digital Adviser
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Creating a Long-Term Plan for Your Finances
With a personal approach and strategies designed with your goals in mind, we can help you develop a plan for your retirement.Start the Conversation