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Plan to Grow

With more than 170 years of combined industry experience, Kessling Financial strives to provide excellence in service through personalized financial planning.  

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Solutions to Pursue Your
Financial Goals

At Kessling Financial, our goal is to empower individuals to achieve financial success through clear guidance, personalized strategies, and cutting-edge tools.

Our Mission
A Team Dedicated to Your Success

A Team Dedicated to Your Success

Michael Kessling Sr. started his business in 1972 with a focus on protection planning for individuals and small family businesses. Over time, the firm has evolved into offering comprehensive financial planning, expanding its services along the way. They have added roles such as director of financial planning, investment specialist, relationship management, and additional staff to cater to the changing needs of their clients and the financial planning landscape. This evolution reflects their commitment to adapting and growing alongside the industry to better serve their clients.

Families & Pre Retirees

Families & Pre Retirees

Our financial planning services are tailored to help families and pre-retirees build a secure financial future, focusing on effective budgeting, investment strategies, and retirement planning. We offer personalized solutions to help you reach your financial goals, providing a sense of confidence as you approach and enter retirement.

Affluent Individuals

Affluent Individuals

Our financial planning services for affluent individuals focus on optimizing wealth management through strategic investments, tax planning, and estate preservation. We deliver customized solutions designed to enhance and protect your financial legacy while aligning with your unique goals and aspirations.

Business Owners

Business Owners

Our financial planning services for business owners provide comprehensive strategies to manage and grow your wealth, optimize tax efficiencies, and plan for succession. We tailor our approach to address the unique challenges and opportunities of owning a business, working to ensure your financial and business goals can be seamlessly integrated and achieved.

Retirees

Retirees

Our financial planning services for retirees are designed to ensure a stable and fulfilling retirement by creating a sustainable income plan and managing investments with your long-term needs in mind. We focus on preserving your assets and optimizing your financial strategy to help you enjoy confidence and financial independence throughout your retirement years.

Everything You Need In One Place


Financial Planning

  • Periodic review meetings
  • Annual plan update
  • Invite to client events
  • Access to team
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Insurance Planning

  • Annual insurance audit
  • Income gap analysis
  • Property and Casualty
    Review*
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Investment Management

  • Portfolio reviews
  • Continued analysis of risk
    managment
  • Access to equity and fixed
    income research tools
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Business Planning

  • Reviewing operating
    agreements
  • Funding and design for
    the agreements
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Employee Education

  • In house education based
    seminars and lunch and
    learns.
  • One on one private
    meetings
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Retirement Planning

  • Administration of
    company sponsored
    retirement plans
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Our Services

*Property & Casualty insurance is offered through a variety of insurance companies that are not affiliated with MML Investors Services, LLC.

Ready for Retirement?

Our financial planning services for retirees are designed to ensure a stable and fulfilling retirement by creating a sustainable income plan and managing investments with your long-term needs in mind. We focus on preserving your assets and optimizing your financial strategy to help you enjoy confidence and financial independence throughout your retirement years.

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Financial Insights

We develop a customized financial roadmap that outlines actionable steps to help you achieve your long-term goals and aspirations. This plan provides a clear and structured path, guiding you through investments, budgeting, and other strategies to help secure your financial future.

Understanding Equity Compensation

Understanding Equity Compensation

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Financial Strategies for Women

Financial Strategies for Women

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Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

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Let's Get Started

Step 1:
Setting Up a Time to Talk

Schedule a meeting to begin the financial planning process. You can reach out to us via email, phone, or other preferred communication channels

Step 2:
Discussing Your Dreams and Goals

We engage in a detailed discussion to uncover your dreams and financial goals, ensuring we fully understand your aspirations and priorities. This foundational conversation allows us to tailor a personalized financial plan that aligns with your vision and helps you achieve your desired outcomes.

Step 3:
Creating a Path for Your Future

We develop a customized financial roadmap that outlines actionable steps to help you achieve your long-term goals and aspirations. This plan provides a clear and structured path, guiding you through investments, budgeting, and other strategies to help secure your financial future.