Integrity
INDEPENDENT
What differentiates us from the rest? Our independence, transparency, and passion.
Where Do You Want Your Future Financial Roadmap to Take You?
Bringing Your Entire Picture Together: One Piece at a Time
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.
At Kizer & Associates, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.
Our Services
Focused on You
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
“Am I Going to be Okay?”
As Your Family CFO™, We’ll Address This Pressing Question
Most individuals aren’t sure how to go from working and building up their finances to retiring and using the wealth they’ve earned. At Kizer and Associates, we’re dedicated to helping you find clarity in this life transition. We’ll work closely with you to turn your resources into a financial strategy that supports you, your deepest values and your goals throughout retirement.