Dream it, Plan it, Live it

Retirement planning the confident way

Take the First Step Today

Dream It

Schedule a meeting, where you’ll share your goals and dreams, so we fully understand your vision for retirement.

Plan It

With your goals in mind, The Proactive Planning Method will help translate your retirement dreams into clear action steps.

Live It

While you enjoy retirement, we’ll monitor regularly to help ensure your plan stays on track for as long as you live.


By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

On the Radio

Listen to Financial Confidence with Dennis Kagel on WJBC Sundays at 7 a.m.

This radio show is a paid placement.

Check Out Our Full Suite of Services

We’re independent, so we can help you develop your custom retirement income strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

Retirement Income Strategies


Asset Protection Strategies

Life Insurance

Wealth Management

Tax-Efficient Strategies


IRA Legacy Planning

Insurance products are offered through the insurance business Dennis Kagel Financial Services. Dennis Kagel Financial Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Dennis Kagel Financial Services are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Take the First Step Today

It’s never too early — or too late — to take control of your financial future, so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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