The Keith Bohle Financial
Retirement PLAN
A 100% custom retirement plan showing you how to lower your taxes, optimize investments, and maximimize your retirement payout.
- free assessment plan
- Tax Minimization Plan
- Investment Optimization
- Social Security Optimization & More!
We are retirement and financial planning
experts and do our best work with:
Expert Advice
People who value expert help because retirement
is too important.
Diligent savers
Those who have been saving for retirement who
need guidance.
The Keith Bohle Retirement PLAN Process
A custom plan showing you how to reduce taxes, optimize investments, and maximize retirement income.
Complimentary Intro Meeting (45-min)
In addition to a friendly conversation, we will use this meeting to ensure your situation matches our expertise.
We will also clearly explain our service model + answer ALL of your questions. No decisions are required at this meeting.
Discovery Meeting (60-min)
One week prior, we will collect prior year’s Tax Returns, Investment Statement(s), and any Annuity & Life Insurance Policy Statement(s).
During the meeting, we will verify all data collected is accurate, ask important questions, and get crystal clear on your retirement needs and concerns.
Plan Delivery Meeting (90-min)
In this 90-min meeting, we will present your custom Keith Bohle Financial Retirement PLAN.
The plan includes our findings + actionable steps for lowering your tax bill, optimizing investments, and maximizing retirement income.
(Note: Sometimes one more meeting is necessary. You might have more questions or want to see another scenario presented. If so, we will happily accommodate!)
FINAL STEP: Consider Keith Bohle Financial Retirement PLUS
With your plan complete, you’ll have two options: 1) Implement on your own; or 2) Hire us to do the heavy lifting for you!
Keith Bohle Financial Retirement PLUS is our full-service solution and includes the following services:
- Ongoing management of your investments
- Bi-annual retirement/tax plan updates
Step #1: Schedule Your Free Intro Meeting
This is NOT a sales call. The purpose of this meeting is to answer your questions + determine if our expertise and service model matches your needs.
At the end of the meeting, you will be able to answer this question: “Does it make sense for Keith Bohle Financial to build a custom retirement & tax plan for me?”