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Why Giving Back is Central to the Keen Wealth Mission Thumbnail

Why Giving Back is Central to the Keen Wealth Mission

Moving into the holiday season, our thoughts naturally turn to the friends and family we're so grateful to have in our lives. Seeing those people may feel extra special if, after a Zoom Thanksgiving in 2020, you're finally going to be able to share your dinner table with loved ones this week.

Of course, there's nothing more important to me than the people I'll be eating turkey and pumpkin pie with on Thursday. But, as the founder and CEO of Keen Wealth Advisors, I often reflect this time of year on just how grateful I am for the clients who have given us the privilege of managing their financial plans and for our team members that make it all possible.

In my book, Keen on Retirement: Engineering The Second Half Of Your Life, I write about some of the tough times my father and I had when I was growing up in a tiny apartment in Kansas City, waiting for his unemployment check to arrive every month. Many of our clients have shared similar stories with us over the years, and when you've lived through those kinds of experiences, you never take success or financial security for granted. That's why showing gratitude and giving back to our community has always been so important to me.

Both my family and Keen Wealth Advisors are so proud to support the Veterans Community Project’s Veterans Navigation Campus, which reaches out to our heroes in need and helps them find work, shelter, and medical care. 

I also continue to be amazed by my friends at Angel Flight Central, an organization that provides free medical transportation for families who can't fly commercial. Earlier this month, Keen Wealth sponsored Angel Flight's annual Wine Flight Event at the Sheraton Kansas City Hotel at Crown Center. It really meant a lot that folks from the Keen Wealth team were on hand to help put some much-needed fuel in the tank of this invaluable non-profit.

And I'm still so enthusiastic about the free educational content that we provide at Keen on Retirement. I've talked to folks in financial services who are surprised that my team and I put so much effort into weekly blogs and podcasts, webinars, and in-person events. But to me, providing folks with information and literacy that will hopefully point them in the right direction as they're navigating complex money and life decisions is just another way of paying it forward.

I sincerely hope that everyone in the Keen Wealth family and audience enjoys a safe and happy Thanksgiving. I'm so grateful for the trust and commitment that our clients demonstrate as we work together to build a better financial future for their families. Please don’t hesitate to get in touch if we can be of any help during the holiday season as you wrap up 2021 and prepare for a successful 2022.

About Bill

Bill Keen is a CHARTERED RETIREMENT PLANNING COUNSELOR℠ and independent financial advisor with more than 25 years of industry experience. As the founder and CEO of Keen Wealth Advisors, a registered investment advisory firm, he specializes in providing personalized retirement planning designed to help people thrive before and during their retirement years. With a passion for educating others, Bill regularly blogs about retirement planning, hosts the podcast Keen on Retirement, and has contributed to U.S. News and World Report, Reuters, Wall Street Journal’s Market Watch, Yahoo Finance, and other publications. Based in Overland Park, Kansas, Bill and his team work with clients throughout the greater Kansas City area and across the nation. To learn more, connect with him on LinkedIn or visit www.keenwealthadvisors.com.

KWMG, LLC’s dba Keen Wealth Advisors (“company”) is an SEC Registered Investment Advisor located in Overland Park, KS. The company and its representatives may only conduct business in those states where registered or where excluded/exempt or from licensure. For registration information please contact the SEC or the state securities regulators for the states where the company is notice filed. A copy of the company ADV is available upon request. Advisory services are only offered to clients or prospective clients where the company and its representatives are properly licensed or exempt from licensure. No advice may be rendered by the company unless a client service agreement is in place. This information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy and is for illustrative purposes only. Clients and prospective clients must consider all relevant risk factors involved with each strategy, including costs or fees, and their own personal financial situations before trading.

The views outlined in the book, Keen on Retirement Engineering the Second Half of Your Life, are those of the author and should not be construed as individualized or personalized investment advice. Any economic and/or performance information cited is historical and not indicative of future results. Economic forecasts set forth may not develop as predicted.

The Amazon Best Seller ranking listed on marketing materials is specifically referring to Best Seller rankings for the Kindle Top 100 Paid Lists under the subcategories of: Budgeting and Financial Risk Management, based on data as of September 5, 2019. Amazon rankings although relevant on how a product is selling overall doesn’t necessarily indicate how well an item is selling among other similar items or similar item categories. Amazon may choose the most popular categories or subcategories within which an item has a high ranking to determine its best seller rankings. These rankings are updated hourly and as a result, should be expected to fluctuate as such. Keen Wealth Advisors and Amazon are not affiliated entities. 

The Steve Sanduski Advisor Network, Belay Advisor, LLC and other third-party contributors to our blogs and podcasts are not affiliated with Keen Wealth Advisors. 

For additional details on Keen Wealth Advisors, please visit https://www.keenwealthadvisors.com/important-disclosures.


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