ABOUT

Kneifel & Associates specialize in the two dominant aspects of retirement finance: Income and Health Care Expenses. Why? They impact most greatly the peace of mind you will enjoy in your retirement years.
 
With 5 decades of combined experience and clients in 2 states, we offer personalized, professional service throughout Wisconsin and Arizona. 
 
Our goal is to understand your deepest concerns and priorities to ensure that every client relationship is built on unshakeable trust. We work with you to help you create a confident and comfortable retirement plan by listening to your current situation and understanding where you want to be.
 
 
 
 
 
 
Retirement

Kurt began his career in 1984 and soon made a decision to specialize in the needs and concerns of retirees and retirement. He began with Medicare then added Long Term Care, Home Health Care and Retirement Income Planning.

 

In the late 1990’s, Kurt began spending most of his time in the Income Planning field then added Medicaid Planning, Funeral Trusts, and eventually Social Security Planning.

 

Because Kurt believes that “old fashioned” and on-going service to his clients is of utmost importance, he asked his wife Kim of 31 years to join him in the early 2000’s to continue the level of service his clients deserved.

Retirement

Kim spent 25 years in the Travel Industry, working her way from Receptionist to management with AAA Travel in AZ, ultimately leading groups of retirees on tours overseas. She later served as Regional Sales Manager for Royal Caribbean Cruise Lines, Corporate Travel Consultant with American Express for clothier Lands’ End, and Commercial Travel Planner for Omega Travel. 

 

She assumed management of the Health Care/Medicare side of the business to continue the personal service current clients had come to love, and new clients are thrilled to find.

 

Kim continues her life's work, now helping people find and plan their way on the road through senior health care, throughout Wisconsin. And she does it with joy and passion.

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Jay was raised in the Midwest, and brought up with the same old-fashioned values that his grandparents were raised with. He spent the past 10 years in the pharmaceutical industry, working closely with surgeons, after serving in the Army Infantry.

Jay has a strong desire to help others, and a pationate attention to details. His goal is simply this: Help each person he meets reach the point that they feel comfortable, knowing that they have made an educated decision.