Jean Keener, CFP^®

We help people at a wide variety of financial levels with a focus for most of our clients on retirement planning and investments. We are different than most other firms because we don't sell any investment products or charge based on a percentage of assets. When we work with you on your financial plan, we create investment recommendations for you to implement on your own at a discount brokerage or mutual fund company of your choice or for us to implement for you. In either case, we are strictly fee only. We set our flat fees based on how much time we'll spend working on your project, the complexity, and overall situation. You can choose to be an ongoing client or as-needed. The result of this approach is that we can often-times save our clients a lot of money on their investment costs while providing high-quality, customized advice.

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement