J. Jeffrey Kiesel

President of Solid Rock Retirement

Location
Chester Springs, Pennsylvania (Greater Philadelphia Area)
Industry
Insurance

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J. Jeffrey Kiesel's Overview

Current
  • President at Solid Rock Retirement
Past
Education
  • Temple University Graduate School
  • West Chester University
Connections

211 connections

Websites

J. Jeffrey Kiesel's Summary

Specialties

Retirement finance specialist in asset growth & protection for professional level management & independent business owners in the Philadelphia metropolitan Tri-State area.

J. Jeffrey Kiesel's Experience

President

Solid Rock Retirement

2009Present (5 years)

Retirement financial specialist for the boomer generation, providing worry free financial instruments that are tax deferred, guaranteed & with reasonable rates of return. Our clients receive complementary analysis of their retirement plans & dreams with consideration & empathy of their health & housing needs, income & expenses, family & travel plans. Analysis is also provided for clients, to maximize their Social Security benefit using SSA Reg. 202, along with an analysis of spending & saving patterns to provide a plan to maximize their retirement nest egg. These strategies will reduce taxes, provide guaranteed lifetime income potentials & create a probate free legacy for their heirs.

Protecting your retirement funds and providing for a guaranteed retirement income stream is accomplished with several types of instruments. For those still in the accumulation phase of life, we can also help you develop a totally tax free retirement income stream and while providing financial protection for your family in the event of an unexpected death of a bread winner. We are able to protect your financial life today and show you how to provide a future dependable, income stream with legacy provisions for your loved ones. Licensed in DE, FL, MD, NJ, PA.

Producer, Advisor

First Senior Financial Group

Financial Services industry

20092010 (1 year)

J. Jeffrey Kiesel's Skills & Expertise

  1. Retirement
  2. Retirement Planning
  3. Employee Benefits
  4. Investments
  5. Small Business
  6. Fixed Annuities
  7. Term Life Insurance
  8. Long-term Care
  9. Life Insurance
  10. 401k
  11. Insurance
  12. Mutual Funds
  13. IRAs
  14. Disability Insurance
  15. Wealth
  16. Universal Life
  17. Financial Planners
  18. Critical Illness
  19. Health Insurance
  20. Strategic Financial Planning
  21. Series 63
  22. Brokers

View All (22) Skills View Fewer Skills

J. Jeffrey Kiesel's Education

Temple University Graduate School

MSE, Secondary Educational Administration

19741977

West Chester University

BS, Secondary Ed. Biology

19721974

Activities and Societies: Swimming Team Manager

J. Jeffrey Kiesel's Additional Information

Websites:
Interests:

Teaching Bible study & Sunday School, choir singing, handball, sailing (J 24), swimming, ballroom dancing, property management & investments, home renovations and gardening.

Groups and Associations:

National Ethics Association, Boy Scouts of America, Presbyterian Church in America - Ruling Elder, Senior Care Ministries [501(c)3].

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