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Using a Team-Based, Comprehensive Financial Planning Approach to Secure Your Retirement Future

I couldn't be prouder to have my name above the door at Keen Wealth Advisors. If you've read my book, you know that I have a very personal connection to financial planning, and it's been my lifelong mission to help folks avoid the kinds of hardships that my father and I went through. Every day, Keen Wealth carries out that mission in so many different ways: educational events, informative blog posts and podcasts, and a comprehensive planning process that has secured retirement for hundreds of hardworking families over the years.

But Keen Wealth is so much bigger than Bill Keen! The folks we have the privilege of serving can count on the support of a whole team of professionals who are passionate about every aspect of every financial plan we manage. On today's show, I talk with my co-host, Matt Wilson, the President and Chief Investment Officer at Keen Wealth, about the value of having a financial team with a disciplined process that understands your unique goals and works together to help you achieve them.

Discovering your life and money goals. 

Keen Wealth's team-based planning starts with our very first conversations with folks, which is called "discovery" in our industry.

I don't think you can have a meaningful conversation with a planner who's jotting into a notebook or tapping away on a computer taking notes while trying to understand the most important aspects of your life and plan. So, as you’re meeting with one of our planners, there is always a second planner in the room taking notes, asking follow-up questions, and gaining clarity on your specific situation. Money is almost never one of the first things we talk about. We want to know about your work, your family, near-term goals like buying a house or sending your kids to college, and what your long-term vision of retirement looks like.

These are the details we're going to use to build your personalized financial plan -- money is just the engine that's going to move us from A to B and on down the line throughout your life. And as we figure out the best way to plot that successful journey, you'll have the perspective and expertise of every team member in that room and behind the scenes at your disposal.

A reliable, consistent experience.

So, what happens if you're wondering how a career change might affect your tax situation, but your planner is on vacation?

No problem: just call up Keen Wealth and schedule a meeting with another member of your team.

It's extremely important to Matt and I that every Keen Wealth planner is capable of delivering exceptional, consistent service the “Keen Wealth Way”. There will always be a qualified planner at Keen Wealth that knows your situation ready to give you the advice you need. We reinforce that high level of service by hiring the absolute best people and providing regular training on our processes and our values as a firm. I believe maintaining that across-the-board excellence and consistency is essential to fulfilling our fiduciary responsibilities: providing service and advice that is always in your best interests.

Beyond financial planning. 

There are many additional layers to the Keen Wealth team that facilitate the exceptional service our clients enjoy.

Our client service and administrative teams keep the gears turning around the office and help folks connect with their advisors throughout the year.

Our IT team safeguards your data.

Our investment team monitors and manages your portfolio to fulfill the objectives of your unique plan.

Our legal and compliance teams make sure that everything we do meets the highest professional standards.

Our communication and event teams help us deliver informative educational content -- like this very podcast, our blogs, webinars, live events and even our YouTube channel -- on a very regular basis.

And all the work these specialized teams do coalesces into a comprehensive process that tailors dependable financial planning principles to your individual needs.

When it comes to the management and stewardship of a family’s life savings, it is my experience that a competent and focused team of professionals, working in tandem, is a must.

Make an appointment to visit our offices and let’s put together the right team to meet your financial goals.

About Bill

Bill Keen is a financial advisor with over 30 years of industry experience. As the founder and CEO of Keen Wealth Advisors, a registered investment advisory firm, he focuses on 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 Forbes, 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 and the second edition under Financial Risk Management on October 26, 2022. 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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