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