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.
Stock Option Plans
IRA (Traditional, Roth, SEP, SIMPLE)
529 Plans & Coverdell ESA's
401(K) for Employees
Key Person Insurance
Business Succession Planning