Comprehensive Services
Comprehensive Services
Financial needs change dramatically throughout our lives. Saving for your child's education and protecting your family with life and health insurance is just the beginning. Investing wisely for retirement, maximizing professional benefits and thoughtful estate planning should be part of the plan.
The continuum and overlap of financial needs makes it important to choose an advisor who can see the big picture and go the distance with you. At Keenan Financial, our goal is to help you meet your financial goals both present and future by providing comprehensive financial services and recommendations for both managed and non-managed assets.
Financial Planning
Retirement
Education
Tax Planning
Estate Planning
Professional
Understanding:
Employer Benefits
Employer Match
Stock Option Plans
Investment Accounts
Brokerage Accounts
401(K)'s
IRA (Traditional, Roth, SEP, SIMPLE)
Annuities
529 Plans & Coverdell ESA's
Business Owners
401(K) for Employees
Buy-Sell Insurance
Key Person Insurance
Business Succession Planning
Insurances
Life Insurance
Disability Insurance
Health Insurance