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Jim Kipp

Kipp Wealth Management, LLC
Financial Planning

Contact Information:

Eagle, WI 53119
United States

Years in Business:

 

27

Clients I'm Seeking:

 

I'm looking for people who want help building wealth and protecting it from taxation, inflation, and stock market losses.

About My Business:

 

Jim is the owner and president of Kipp Wealth Management, LLC a comprehensive financial services firm. He is a successful financial strategist and financial educator and has been in practice since 1985. He is licensed in various states across the nation. Jim was selected by Milwaukee Magazine as one of Greater Milwaukee’s Best Personal Wealth Managers. The magazine made their selection from a survey of over 40,000 high net-worth individuals. They selected less than 7% of the Wealth Managers in the Milwaukee area who the high net-worth individuals felt represented someone that would listen to them, represents their interests and operates with an emphasis on integrity and service. In 2007 Jim was presented with the “Individual Top Life Producer” award from a national financial marketing firm located in San Diego. He was also inducted into the firms “Dream Team”. These are the top 100 financial professionals selected out of over 3,000 professionals nationwide. In June of 2007, at the Missed Fortune Summit in San Diego, Jim was invited to be part of the Missed Fortune Master Mind Advisory Group. This is a 30 member advisory board selected from over 2,000 financial professional’s nation wide. They were required to pass a comprehensive exam proving their proficiency in Asset Optimization. This advisory group was selected to help regulate and properly grow the Missed Fortune financial strategies that are sweeping America. Jim is dedicated to teaching individuals how to increase their circle of wealth by implementing safe money financial strategies. He reveals how to accumulate money on a tax-favored basis to achieve the highest possible net spendable income at retirement. Jim educates retirees on how to create lifetime retirement income and how to transfer their assets tax-free to the next generation. Jim believes that people can greatly improve their financial lifestyle through financial education and that by gaining valuable insights they can avoid the losing strategies that can greatly affect their financial future.

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