Financial Planning

Financial planning is an on-going process that requires foresight to anticipate opportunities and prepare for the unexpected. There are two key objectives with financial planning:
Personal financial goals: Preparing to have financial resources available when you desire to use them.
Estate planning: Preserving property and assets for loved ones after your death.
In today’s volatile economic and legislative environments, our objective is to help you make informed financial decisions. No matter what your stage of life, Keiter develops strategies to meet your goals and objectives.

Personal Financial Goals

Sound planning is the first step in maintaining a healthy financial position. Our team helps you lower taxes and diversify your assets while still providing for your family and future.

Advice can vary significantly from one planning professional to another, but at Keiter our direction comes from you—your dreams and goals. Our job is to help you create a plan and work with you to put that plan into action.

You also benefit from using the financial planning team at Keiter. We currently have two Personal Financial Specialists, as designated by the American Institute of Certified Public Accountants, and six other client service professionals that hold the Certified Financial PlannerTM 1credential.

We emphasize an imaginative and cost-sensitive approach to your plan. Although each plan is different, they may include some of the same focuses such as:

  • Cash management and budgeting
  • Investment planning
  • Education planning
  • Retirement planning
  • Gift planning

Estate Planning

While planning can be difficult, sometimes waiting to plan can prove to be too late. Perhaps the important question to ask is, “what happens if I don’t do this?”

For most, preserving property and investments assets is a clear focus in securing peace of mind. Having a plan in place that focuses on your goals and is built around your needs is essential. But it is also important that the plan be flexible as your life circumstances change. Good planning takes time, careful consideration, and skill.

How can we help you?

Stock Gloom and Roth IRA Opportunity Planning (PDF) September 2011

1 Certified Financial Planner Board of Standards Inc owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Your Opportunity Advisors