Perceptive
Our advisors think clearly and bring a high degree of perception to the financial planning and investment process.
Personalized
At Keen Wealth Advisors we understand what is important to you and are attuned to your personal needs.
Precise
We are interested in your success and create a detailed road map to take you to precisely where you want to go through all stages of your life.
Wealth Management Solutions for Life
The Keen Wealth Advantage™
Advantage
We are always looking out for you. Retirement Planning and the issues that surround it can be overwhelming. Learn how we can help.
Services
To help you achieve your goals, Keen Wealth Advisors provides comprehensive services and tools to meet your changing needs.
Expectations
You can trust that we will consistently and responsibly perform all requested service and be available when you need us.
Helpful Content
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.