Perceptive

To clarify your life dreams and goals, as well as bring objectivity to the investment planning process, we work with you to create a long-term financial plan that is laser focused on helping you realize your version of success in retirement.

Without a plan, you may be setting yourself up for a lifetime of uncertainty and reactionary activity – not the type of retirement you likely want to experience. With our professional and perceptive planning process, we help to take the uncertainty out of retirement so you can rest easy knowing that you are on the path toward achieving your goals.

Personalized

Everyone's goals and dreams for the future are unique. No two retirements are the same. Like your retirement dreams, your plan must be personalized to your specific situation. At Keen Wealth Advisors, we take the time to get to know you and create a detailed financial plan to serve as a roadmap to helping you achieve an inspiring and fulfilling retirement.

We start by gaining an understanding of your current situation, challenges and opportunities. Then we discuss your vision for retirement. Are you hoping to move? Travel the world? Purchase a second home? We take into account your family members and any non-retirement, long-term goals, such as education planning for a child or grandchild, donating to charity, etc. We also gain an understanding of your risk tolerance and any investment preferences.

We use all of this information, and more, to create a personalized, actionable plan to help you achieve your retirement goals. We then review and update the plan on a regular basis and as your personal situation changes. Ultimately, your personalized financial plan is designed to ensure that you are on track to live the life you want.

Precise

One of the biggest mistakes an investor can make is letting their emotions drive their investment decisions. We’ve all lived through ups and downs in the markets. How we respond to those fluctuations can make a huge difference over the course of one’s investment lifetime. That is why we believe strongly in implementing a disciplined investment program precisely suited to meet your needs. We will help you stay on track to achieve your long-term goals, regardless of short-term fluctuations.

Specifically, we will help you avoid the following retirement planning pitfalls:

• Not properly planning for your retirement spending plan. Missing tax planning opportunities.
• Irrevocable Social Security decisions that are made poorly.
• Damaging emotional investment decisions.
• Asset titling and beneficiary mistakes.
• Taking too much or too little risk.
• Ensuring both spouses are on the same page, if applicable.