Our Purpose:
To inspire confidence through conscientious retirement planning and investment management.
We take the time to get to know you. Your goals and challenges. Your priorities. We want to understand exactly where you stand on the path toward retirement so we can help you arrive where you want to be. Whether you are just beginning your trek or are nearing the finish line, Keen Wealth Advisors is your partner in achieving confidence in your retirement.
Keen Wealth Advisors is a Financial Planning firm focused on:
-Retirement Planning
-Tax Planning
-Investment Management
-Income Planning
-Estate Planning & Charitable Giving
From the experienced professionals we hire, to our team structure, our planning process, our investment approach and more, we are focused on your goals.
Keen Wealth Advisors is an SEC Registered Investment Advisory firm, which means that we are required to act in the best interest of our clients. Before we provide advice, we make it a priority to understand you and your family. Through calls and meetings, we gain an understanding of your goals and challenges, your family, your job, your current financial situation. Most importantly, we work to understand your hopes and dreams for retirement.
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Partnership
Your advisory team serves as a partner in planning for your retirement, working to help you achieve your retirement dreams.
Support
To help you achieve your goals, Keen Wealth Advisors provides comprehensive services and a range of tools to support your changing needs.
Trust
You can trust that we will put your best interests first.
As your advisor, we’re here to help when you need us.
At Keen Wealth Advisors,
we provide solutions that are:
Perceptive
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
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
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.