Jeff Kingzett
"I'm a tree-hugging, nature-loving, bird-watching, trail-hiking, picture-taking guy at heart, I make my living in a profession that requires me to wear business clothes. Don't let the clothes fool you. I'm one of us."
Jeff's bio
I help people live their life the way they want to live their life, using investing and wealth management strategies.
Areas of particular interest include:
- Environmentally and socially responsible investing.
- Employer-sponsored retirement plans.
- Helping clients set goals and assessing their progress toward those goals.
- Helping pre-retirement baby boomers prepare for retirement.
I engage my clients in a consultative, goal oriented process. Starting with a clear statement of their major goals and assessment of where they stand, we develop a strategy to maximize their ability to reach their goals. My clients and I work together to implement that plan, monitor progress and make modifications as necessary.
My clients are individuals, small businesses, non-profits and local governments.
Services Jeff Provides
- Financial Planning
- Investment Advice
- Retirement plans for individuals and small businesses
Services Jeff Wants
- To be added
