Kyle Sadler is a financial advisor, public speaker, and the Amazon Best Selling author of “I’m Retired… Now What?” and “The Retirement Shift”. He has dedicated his life to building and maintaining honest and ethical business practices based on personal relationships. His career started in 1995 in public accounting and later transitioned to advising and wealth management. He continues to utilize his wealth of tax knowledge in order to enrich his investment strategies and financial plans.
Kyle founded Precept Wealth Management in 2008 with a goal of bonding among professionals and a relationship management practice that fulfills clients’ needs with guided solutions. Specializing in retirement planning, private wealth management, and distribution management Kyle is always trying to broaden his horizons with an aim of expanding the services that he offers to his clients. He is a Certified Retirement Counselor (CRC®) and is committed to his clients and continued education.
As a Christian, Kyle’s values and beliefs permeate both his personal and business dealings. He incorporates core biblical principles into his work at Precept Wealth Management and always thinks of the Creator with every decision he makes. Kyle is active in his church and other Christian organizations, and he actively serves on multiple missionary trips, church committees, and teaches in ministry education. Kyle is a devoted community volunteer, leader and serves with several outreach
organizations.