Company

The Kuettner Financial Services LLC was founded with the goal of assisting our clients in every aspect of their financial lives. Our goal is to provide the most personal service available, thus, to earn a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

We are a full service financial planning firm specializing in total wealth management. Areas covered include, but are not limited to investment planning, estate planning, retirement, retirement planning, education planning, insurance planning and income tax planning.

Our Commitment

At Kuettner Financial Services LLC, we recognize that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to meet those goals. As your financial advisor we will do everything in our power to keep you focused on where you want to go, advise how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

We are dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the client’s goals and objectives. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to own – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 920-230-2219.