Michael Kiener Wealth Management

At MJK Financial Planning, we believe that nothing is more rewarding than helping our clients achieve their financial goals. Our team, led by Michael Kiener, shares this belief and is dedicated to building lasting and personal relationships with our clients. By delivering outstanding service and the highest standards of professionalism, we strive to repay the trust our clients place in us and guide them towards the future they have envisioned.

What we do

At MJK Financial Planning, we offer a wide range of services designed to help individuals, families, and businesses achieve their financial objectives. Whether you are looking to build, grow, protect, or preserve your wealth, our experts will work closely with you to understand your unique needs and create a personalized plan tailored to your goals.

Intergenerational Wealth Management

We understand that family wealth often transcends generations, and a well-planned strategy can ensure that your collective wealth supports your loved ones for years to come. Our intergenerational wealth management services enable families to use their collective wealth to support one another, ensuring that your legacy is safeguarded for generations to come.

Inheritance Tax Planning

Navigating the complexities of inheritance tax can be challenging, but our team is here to guide you every step of the way. We work closely with leading law firms to ensure that you are fully protected and take advantage of available tax relief. By mitigating inheritance tax, you can minimize the impact on your loved ones and ensure that your estate is distributed according to your wishes.

Retirement Planning

As you approach retirement, it is essential to have a comprehensive plan in place to ensure that your golden years are truly golden. Our retirement planning services will help you make the most of your retirement opportunities, ensuring that you enjoy a comfortable and peaceful retirement.

Wills and Powers of Attorney

Securing your financial future is not just about accumulation; it is also about ensuring that your wishes are respected and that your loved ones are protected. Our expert team will guide you through the process of creating a will and setting up a lasting power of attorney, ensuring that your affairs are in order and that your legacy is secured.

Our Commitment

At MJK Financial Planning, we pride ourselves on building long-term relationships with our clients. We take the time to understand their unique needs, provide personalized guidance, and work closely with them to achieve their financial objectives. Our commitment to our clients is unwavering, and we strive to maintain the highest level of professionalism and integrity in all our dealings.