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 10 states, we offer personalized, professional service out of offices in West Central Wisconsin and South Central Indiana.
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.
Harry spent 27 years in corporate management at the state, regional and executive levels responsible for millions of dollars, before joining the business. In the early 2000's he decided to help people, rather than companies.
Since then, he has brought his expertise to one person and one family at a time with the same "old fashioned" passion that his brother shares.
Harry specializes in both Retirement Income and HealthCare Expense Reduction/Medicare and Medicaid, with the addition in recent years of Social Security Planning, with clients throughout Indiana and additional states.
Harry and his wife of 42 years live south of Indianapolis in the beautiful wooded hills of Morgan County.
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 27 years to join him in the early 2000’s to continue the level of service his clients deserved.
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.