(918) 858-2815 | ian.kiefer@raymondjames.com

Are you worried about your financial future? Whether you’re a young professional in the middle of your career or preparing for retirement, let’s have a conversation to explore your specific goals and needs. Together, we’ll develop a comprehensive financial plan that’s tailored to you.

As a CERTIFIED FINANCIAL PLANNER™ professional at Trinity Strategic Wealth™, I’m here to help you make informed decisions. By understanding how your finances affect the many aspects of your life, including your career, where you raise your family or when you retire, we can identify any concerns you may have and work toward achieving your goals with greater clarity and confidence.

In addition to my CERTIFIED FINANCIAL PLANNER™ designation, I earned a Financial Planning Certificate from the College for Financial Planning and a Bachelor’s degree in Finance from Oral Roberts University.

Outside of the office, I love spending time with my wife, Erica and my two sons, Tyler and Finn. While most of my free time is spent with family and friends, I also enjoy backpacking, climbing mountains and serving at BattleCreek Church.

What does your ideal retirement look like? If you would like to set an appointment to discuss your financial needs and begin building your own personalized financial plan together, please call me at 918-858-2815

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