Our Services

We serve individuals and businesses in all areas of financial management, including:

  • Retirement planning

    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
     
  • Estate Planning

    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 
     
  • Insurance Planning

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
     
  • Education funding

    Recommending investment and accumulation strategies to help you pay for your children's education.
     
  • Investment Planning

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.
     
  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?

  • How can I reduce my exposure to risk?

  • How much money will I need to live comfortably in retirement?

  • Am I saving enough?

  • What is the best way to save for college?

  • How can I help minimize estate taxes and preserve more of my assets for my heirs?

  • Do I have the right amount of life insurance?

When developing a customized financial program, I will walk you through a step-by-step process that is designed to help make you feel confident in your decisions.

Give Keene Winters a call today!