Keen Service Offerings
To help you achieve your goals, Keen Wealth Advisors provides comprehensive services and tools to meet your changing needs.
Understanding your needs and planning for long-term success
To clarify your life dreams and goals, as well as to bring objectivity to investment planning, we create a long-term financial plan that is laser focused on helping you realize lifetime success. Our professional planning process sets the stage for a secure and pleasant journey versus a lifetime of uncertainty and reactionary activity.
Investment planning and portfolio construction
Without a forward-thinking plan delivered by a dedicated and knowledgeable team, your family may find it difficult to support tomorrow’s goals.
- Comprehensive net worth statement
- Income tax and cash flow analysis
- Retirement planning and goal monitoring
- Asset allocation strategy
- Education planning
- Executive compensation planning / employer stock option analysis
- Risk analysis and succession planning
Estate Planning and Trust Services
- Trust-fund portfolio management and administration
- Philanthropic donor services and private foundation services
- Off-shore trust services
Keen Wealth Advisors does not render tax or legal advice. Estate planning and trust Services are available through affiliates. Insurance products are offered through non-bank insurance agency affiliates and are underwritten by unaffiliated insurance companies.
Other Key Services
- Review 401(k) investment options
- Facilitate defined-benefit plans/profit-sharing plans
- Non-qualified deferred compensation
- IRAs, Roth IRAs, conversions and rollovers
- Stock option analysis
- Prototype retirement plans
- Insurance solutions for life, health, disability, long-term care, homeowner and auto insurance.
- Access to other experts
- Estate planning advisor /attorney
- CPA – tax advisors
- Disability, life insurance, and long-term care consultant
- Property and casualty insurance experts
- Employee benefits consultant
- Annual review - financial physical
- Internet resources to assist with online account management
- We will work in tandem with your attorney or accountant as required