Kisher Capital, LLC

Kisher Capital, LLC Kisher Capital provides investment advisory and financial planning services, with a focus on helping families connect their finances to their future.

Advisory services offered through Kisher Capital, LLC, an investment adviser registered with the state of Illinois. Advisory services are only offered to clients or prospective clients where Kisher Capital, LLC and its representatives are properly registered or exempt from registration. The information on this page is not intended as tax, accounting or legal advice, nor is it an offer or solicitat

ion to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this page is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. “Likes” should not be considered a positive reflection of the investment advisory services offered by Kisher Capital, LLC.

Tax planning for business owners goes beyond filing a return.Retirement plan design, equipment purchases, owner compensa...
06/08/2026

Tax planning for business owners goes beyond filing a return.

Retirement plan design, equipment purchases, owner compensation, business real estate, and income timing can all affect the bigger picture.

The goal is not just to lower taxes. It is to coordinate your business, cash flow, and long-term goals with the right professionals around the table.

Where would more planning clarity help your business most?

www.kishercapital.com | 630-233-9640

Educational content only. Not investment, tax, or legal advice. Please consult your tax, legal, or accounting professional regarding your specific situation.

We’re halfway through the year, which is a great time to review whether your portfolio still fits your goals.A no-cost p...
06/05/2026

We’re halfway through the year, which is a great time to review whether your portfolio still fits your goals.

A no-cost portfolio review can help you take a closer look at your allocation, diversification, fees, risk exposure, and progress toward your 2026 objectives.

Your investments should be connected to your broader financial plan, not reviewed in isolation.

Request your review here:
www.kishercapital.com/free-portfolio-review , or give us a call at 630-233-9640!

A retirement plan should connect more than your savings balance.It should include your lifestyle goals, retirement timel...
06/03/2026

A retirement plan should connect more than your savings balance.

It should include your lifestyle goals, retirement timeline, income needs, tax planning, healthcare costs, and the legacy you want to leave behind.

The goal is clarity — knowing what you are working toward and what still needs attention.

What part of retirement planning feels most important to review right now?

www.kishercapital.com | 630-233-9640

Our updated Enhanced Equity Aggressive Portfolio Model Factsheet is now live at www.kishercapital.com/factsheets .This i...
06/02/2026

Our updated Enhanced Equity Aggressive Portfolio Model Factsheet is now live at www.kishercapital.com/factsheets .

This investment model is designed around a 50/50 structure: leveraged equity ETFs paired with liquid alternative ETFs. The goal is to pursue equity-like growth potential while using alternative strategies that may help diversify beyond traditional stock exposure.

Learn more about how we help our clients implement investment strategies and financial plans at www.kishercapital.com/contact or call 630-233-9640.

*Educational content only. Not investment, tax, or legal advice. Investments involve risk, including possible loss of principal.*

June is a natural halfway point.It's a good time to pause and ask:Are your cash flow, savings goals, retirement contribu...
06/01/2026

June is a natural halfway point.

It's a good time to pause and ask:

Are your cash flow, savings goals, retirement contributions, investments, and tax planning still aligned with where you want 2026 to go?

A financial plan is not something you set once and forget. It should adjust as life, markets, goals, and priorities change.

What part of your financial picture would be helpful to review before year-end?

www.kishercapital.com | 630-233-9640

A monthly budget can show where your money goes.But a financial plan helps answer a bigger question:Is your cash flow ac...
05/29/2026

A monthly budget can show where your money goes.

But a financial plan helps answer a bigger question:
Is your cash flow actually supporting your goals?

This example shows one way $5,000/month could be allocated across housing, retirement savings, food, utilities, insurance, transportation, discretionary spending, and savings goals.

Your numbers may look different, and that's the point. The goal is to build a plan around your life, your priorities, and your future.

Where would more cash flow clarity help you most?

www.kishercapital.com | 630-233-9640

Building a legacy is about more than money.It can include family goals, charitable giving, estate planning, business suc...
05/28/2026

Building a legacy is about more than money.

It can include family goals, charitable giving, estate planning, business succession, and the values you want to carry forward.

Our latest article explores how financial planning can help connect those pieces with more clarity.

Read it here: kishercapital.com/articles

What does “legacy” mean to you?

We’re halfway through the year, which is a great time to step back and review your financial picture.Are your investment...
05/27/2026

We’re halfway through the year, which is a great time to step back and review your financial picture.

Are your investments still aligned with your goals?
Has anything changed in your financial plan?
Are you on track for what you wanted to accomplish in 2026?

Schedule a mid-year check-in with Eric Schlosser, CFP®, to review the moving pieces and finish the year with more clarity.

www.kishercapital.com | 630-233-9640

A financial plan is more than one account, one investment, or one decision.It brings together cash flow, goals, protecti...
05/26/2026

A financial plan is more than one account, one investment, or one decision.

It brings together cash flow, goals, protection, retirement, taxes, and legacy planning so your decisions are working in the same direction.

What part of your financial picture would you like to feel more organized about?

www.kishercapital.com | 630-233-9640

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Dekalb, IL

Telephone

+16302339640

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