SVA PLUMB FINANCIAL PROFESSIONALS



Keith Kuzera - AIF®

Wealth Manager

phone (262) 923-5126
email Brookfield Office

Keith is a Wealth Manager with SVA Plumb Wealth Management, LLC.

With more than 12 years in the financial industry, Keith focuses on providing fiduciary advisory services to qualified retirement plans.  He conducts educational meetings for plan participants.  He strives to ensure plan participants are retirement ready and plan sponsors are audit ready.  Keith also provides comprehensive financial planning to his clients as well as asset management, investment analysis, education planning and social security planning.

Education

  • University of Wisconsin - Whitewater - Bachelor of Business Administration - Economics

Credentials

  • Accredited Investment Fiduciary (AIF®)

Personal

Keith is married to Crystal, a registered nurse, and together they have three young children.  Keith spends time coaching his children’s soccer teams.  At home, when they aren't busy working in their yard, they enjoy visiting with their extensive extended family or traveling.

Keith is a Wealth Manager with SVA Plumb Wealth Management, LLC. With more than nine years in the financial industry, Keith provides comprehensive financial planning to his clients as well as asset management, investment analysis and social security planning. He conducts educational meetings for plan participants in qualified retirement plans.

The following is a partial list of the topics Keith covers:

  • Financial Strategies to Enhance Your Retirement Experience
    • Successful retirement transitions
    • The impact of tax reform on your income stream
    • Charitable giving strategies
  • Financial Education For The Next Generation
    • The power of saving early
    • Making the most of your 401(k)
    • Healthcare power of attorneys and other important documents
  • Business Retirement Plans: Creating A Plan for Your Employees and You
    • How a retirement plan helps attract and retain employees
    • Types of business retirement plans
    • Understanding the investment selection process

Keith has spoken to audiences at:

  • Preparing the Next Generation of Investors
  • Retirement Plan educational seminars
  • SVA educational seminars