K Meisel, CEPA, CRPC, BFA

09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

09/01/2026

Selling your business isn’t the end of the story. It’s the start of what’s next. I can assist you in planning your transition to help preserve value and reflect your vision.

08/31/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/25/2026

As more prominent private companies approach potential public offerings, many investors are wondering whether these opportunities deserve a place in their portfolios. Before getting swept up in the headlines, it’s important to understand the potential risks, opportunities, and available ways to gain exposure. Let’s connect if you’d like to explore how these investments may fit into your overall strategy.

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

08/23/2026

🎉 It's James Day! 🎉
Happy Birthday to our Operations Manager, James Azeltine!
Much to our chagrin, we'll set aside our rivalry and let the purple slide today as we celebrate our favorite Wildcat. 💜🐾
Thanks for everything you do for the team. We hope your day is filled with cake, laughter, and plenty of birthday fun!

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

08/13/2026

I’m excited to celebrate 17 years with Free State Financial Group today!

This milestone gives me an opportunity to reflect on the many clients, families, colleagues, and friends who have made these years so meaningful. Helping people make informed financial decisions and work toward their goals has been both a privilege and a responsibility that I never take for granted.

Thank you for your trust, support, and partnership over the years. I’m grateful for each relationship and look forward to continuing this work for many years to come.

🎉 Cheers to 17 years!

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.