Expert Financial Advice
Focused on Income
Strategies
- Invest More
- Protect Assets
- Optimize Retirement Income
Expert Financial Advice
The Keith Bohle Financial Retirement PLAN
A 100% custom retirement plan showing you how to lower your taxes, optimize investments, and maximize your retirement payout.
What you get
- Tax Minimization Plan
- Investment Optimization
- Social Security Optimization & More!
How do we do it?
Learn about our simple & easy three step process.
Discover
Meet with a team that values your time and understands the importance of your retirement.
Create
Sit down and plan out all the details of your retirement income strategy with us.
Implement
Whenever you’re ready, we will begin setting your personalized plan into motion.
Why Keith Bohle Financial?
We specialize in working with all individuals
nearing retirement!
- Distribution Strategies
- Income Planning
- Fiduciaries
After our first appointment, you will be able to decide if we can benefit your retirement plan with our unique strategies.
how do we help?
Explore our financial & retirement planning services.
Learn about the products and services that can enhance your retirement planning and get you heading towards better income in retirement.
Investment Management
Income Planning
Asset Protection
Retirement Planning
Life Insurance
Long-Term Care
Medicare
Risk Management
Annuity Planning
Social Security Optimization
IRMAA
Financial Planning
Wealth Accumulation
IRA/RMD Rollover
Who do we serve?
Anyone who is retired or nearing retirement.
We specialize in :
- Income Strategies
- Investments
- Distribution Strategies
Interested in meeting with us?
Schedule a complimentary introduction meeting where we will discuss your retirement plan and various options available to you moving forward. Nothing will be sold at this meeting and you will not be pressured into any decisions!