Hi, I am Jeremy Kisner, a CERTIFIED FINANCIAL PLANNER ™ and President of Kisner & Associates. I believe that there are very few things that will have a bigger impact on you and your family's future than the financial decisions you are making today.
Financial planning is not guess work. We increase our client's probability of reaching their financial goals by following time tested principles. Our firm is typically able to help clients increase their income and net worth while decreasing their taxes and risk exposure.
Independent Financial Advice
Financial Advisors have to make a choice whether to work for a large National or Regional brokerage firm or to operate independently. Kisner & Associates is an Independent Financial Advisory firm which means that we are not biased by any in-house or proprietary products. We are free to work objectively with the widest variety of investments. Our Investment Advisory accounts are held at TD Ameritrade. Our broker dealer (Crown Capital Securities) ensures compliance with FINRA regulations, and provides access to the the best tools and research in the industry.
Personal Consultations
Considered a boutique firm in our industry, we are able to deliver a level of service and performance that goes far beyond what you can expect from a traditional brokerage house relationship. Each client works directly with me and/or my partner, Robert Luna to ensure that they get the attention they deserve. We have offices located in Las Vegas, NV and Scottsdale, AZ. Please contact us, if you would like to attend one of our live events or to schedule a consultation.
Jeremy A. Kisner, CFP President & Founder
Securities offered through Crown Capital Securities, L.P. member FINRA and SIPC.
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| Quote of the day |
| " It is said an eastern monarch once charged his wise men to invent a sentence, to be ever in view, and which should be true and appropriate in all times and situations. They presented him with the words, 'And this, too, shall pass' "
Abraham Lincoln
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| Our Mission Statement |
Our mission is to help clients avoid common financial mistakes that result in poor performance, unnecessary taxes and high fees. We always strive to deliver the highest investment returns for our clients with the lowest possible risk.
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