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TEST

EVALUATE WHERE YOU ARE

 TAKE ACTIONABLE STEPS TO GET TO WHERE YOU WANT TO BE 

OPTIMIZE YOUR RETIREMENT SAVINGS

SEE THE ATTACHED INFO GRAPHIC TO GET STARTED

The attached info graphic will cover some important questions about retirement planning, tax efficient savings, using an HSA, and our services.

OPTIMIZE YOUR RETIREMENT SAVINGS (pdf)

Download

Kiel VanderVeen, CFP® financial planning

  • Certified Financial Planner Professional, required to put your best interest first.
  • Background in tax planning
  • Interested in helping people just like you find financial balance and reach retirement on their terms.
  • Forbes Top Next Generation Wealth Advisor


 

Get more information about how best to use your employer's retirement plan, and outside assets, to work towards your retirement goals.

Schedule an Appointment with Kiel

  

402-873-0530

1720 S 11th St • Nebraska City, NE 68410


Raymond James and its advisors do not offer tax or legal advice.  You should discuss any tax or legal matters with the appropriate professional. BluePrint Financial Planning  is not a registered broker/dealer and is independent of Raymond James Financial Services.   Securities offered through Raymond James Financial Services, Inc., member  FINRA / SIPC .  Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.

 CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements. 

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

https://www.raymondjames.com/legal-disclosures 




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