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Improving Your Retirement Game Plan

 Retirement Planning Strategies for Across The Country

See What Sets Us Apart

“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:

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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.

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Plan With Diligence

Our process facilitates thoughtful conversations, deep analysis and creative problem-solving — enabling us to identify all opportunities within your financial picture.

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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.

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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.

Explore What We Offer

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

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