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.

Do you believe these 5 annuity myths?

In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?
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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

Annuities

Asset Preservation Strategies

Life Insurance

Wealth Management

Tax-Efficient Strategies

Investments

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 Adviser. AEWM does not offer insurance products. The insurance products offered by Dennis Kagel Financial Services are not subject to Investment Adviser requirements. AEWM and Dennis Kagel Financial Services are not affiliated companies.

Neither the form 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. Investing involves risk, including the potential loss of principal. Dennis Kagel Financial Services is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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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