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Connecting your finances to your future
Our Financial Planning Approach:
Why Choose Kisher Capital?
By integrating estate planning, tax strategy, retirement income, and investment management into one cohesive financial plan, we help people:
- Achieve peace of mind with asset protection and legacy control
- Optimize income streams now and during retirement
- Reduce tax burdens today and for future generations
- Maximize investment potential while managing risks
- Stay agile—adjusting as laws, markets, or life priorities shift
At Kisher Capital, we’re not just advisors—we're fiduciaries committed to guiding families, ministries, and business owners toward confidence, security, and long-term success.
Read below to learn more about specific areas we help provide support for with our financial planning process:
Client-Focused Relationships
Our team is dedicated to providing you with personalized service and support, from investment advice to account management and more. For us, we view ourselves as your advocate, so whether it's related to finances or not, we're here to support you in any we can.
Estate Planning
Secure your assets, protect your loved ones, and avoid probate delays. Through trusts, wills, and beneficiary coordination, we ensure a seamless transition of wealth—preserving both your legacy and your family’s peace of mind.
Retirement Income & Distribution Strategies
Our retirement planning focuses on sustainable income solutions. We design smart distribution plans—combining taxable, tax-deferred, and Roth account strategies—to help your savings endure and adapt as your needs evolve.
Advanced Tax Planning
Through proactive planning—like Roth conversions, tax-loss harvesting, and strategic asset location—we aim to reduce your tax burden now and in the future. Whether it’s income tax, estate tax, or capital gains, we position you to benefit from every opportunity.
Investment Strategy & Management
We tailor your investment strategy to align with your unique goals and risk tolerance. From asset allocation and diversification to retirement glide paths and ongoing portfolio reviews, our goal is growth, stability, and long-term confidence.
Insurance Analysis
We review your current and future insurance needs, including long-term care, term life, whole life, and annuities to protect your wealth and support your overall financial plan. Our goal is to ensure your coverage aligns with your retirement, estate, and tax strategies while helping you safeguard assets and provide for loved ones.
start building your plan today: schedule a meeting below!
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Advisory services offered through Kisher Capital, LLC, an investment adviser registered with the state of Illinois. Advisory services are only offered to clients or prospective clients where Kisher Capital, LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
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