We are a relationship-driven financial services firm offering comprehensive financial planning, investment management and insurance services. We care about you, the individual with hopes and dreams, above all else.
Get ready to take control of your finances.
We offer comprehensive financial planning services to people who want to make informed decisions as they pursue the future. Whether your focus is accumulating wealth, preserving and enjoying what you already have, or successfully transferring wealth to future generations, we can help you create and chart a roadmap for pursuing your personal goals.
What is a Fiduciary?
When acting as a fiduciary, I have a duty to uphold the highest standard of care. Acting with loyalty and utmost good faith and always putting the client’s best interest first.
Find my observations and musings on the market, social security, and a number of other topics here.
Every great business has a foundation beneath it, supporting everything it does. The team at Keating & Associates, was founded on core values which serve as our foundation. While our core values have evolved over the years, our commitment to them is unwavering.
A Top 10 Service
Our team will help you understand how the decisions you make today impact your long-term goals. We work closely with you to discover your challenges and opportunities, so we can identify the right tools for your situation.