Keating Financial Services

Description

KFS is modeled like a primary care doctors practice. When you are not feeling well or need to go for your annual physical, you go see your primary care doctor. If there is a problem that the Doctor cannot fix, then he will refer you to another professional that can. KFS is modeled the same way. Next to your physical & spiritual health, few things are as important as your financial health. Like your physical health, your financial health is constantly changing (for the better or for worse) due to the substantial number of variables and constraints.

Our firm is open to accepting new clients. We find value in working with clients that are dedicated to saving and investing but might be in the beginning stages of accumulating process. We do not have asset or income minimums that would exclude lower to middle income consumers. We will speak with every consumer that calls us.

We consider our clients to be our employers. Our team members do not have sales quota’s or production requirements and do not have to represent a limited group or one particular product. We are independent investment and insurance brokers, meaning that we can offer our clients products and services from a wide range of financial Institutions and Insurance Companies in order to provide customized plans. Our objectivity and unbiased approach is one of the primary advantages of selecting an independent firm.

We understand the competitive nature of the financial services industry and strive to be as flexible as possible by offering fee based advisory services and commissionable securities products through United Planners' Financial Services. Our goal is to provide the maximum value at the lowest possible cost for our clients. We will provide free initial consultation to prospective clients so that we may determine if their needs and our practice are well matched.

We provide options for small and large businesses and business owners. Our wide range of planning and consulting services include employee benefits planning, business tax planning, and business disposition and continuation planning. We help businesses establish and improve the company retirement plan; plan and implement risk management programs for the business, and implement executive benefits programs.

Products & services

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