Investment advisor Michele Kief offers her clients a wide-ranging array of services. These services are intended to be part of a wealth management process she likes to describe as almost “holistic” in nature. She has designed her practice that way so she can assist each client with a selection of individual investments that is based on their unique wants and needs. Michele believes the best retirement plan is one that is built to be suited to them, specifically. Michele Kief never uses any kind of one-size-fits-all strategy to help you plan for the future.
Michele Kief has been actively assisting clients with their goals to build and preserve wealth since 1999, but she does more than that. She also strives to help them live their best life now, by using her own travel experiences to give them the best travel advice that saves them money, which they can turn around and save for retirement. Over nearly two decades, Michele Kief has helped thousands of clients fulfill their greatest financial dreams now, while simultaneously helping them build a strong financial future.