KEENWEALTHADVISORS.COM

Keen Wealth Advisors

2016 Keen Wealth Classic. What does your home really cost? Are you ready for retirement? Here are five words you should consider. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Our advisors think clearly and bring a high degree of perception to the financial planning and investment process. Wealth Management Solutions for Life. The Keen Wealth Advantage.

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2016 Keen Wealth Classic. What does your home really cost? Are you ready for retirement? Here are five words you should consider. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Our advisors think clearly and bring a high degree of perception to the financial planning and investment process. Wealth Management Solutions for Life. The Keen Wealth Advantage.

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Keen Wealth Advisors | keenwealthadvisors.com Reviews

https://keenwealthadvisors.com

2016 Keen Wealth Classic. What does your home really cost? Are you ready for retirement? Here are five words you should consider. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Our advisors think clearly and bring a high degree of perception to the financial planning and investment process. Wealth Management Solutions for Life. The Keen Wealth Advantage.

INTERNAL PAGES

keenwealthadvisors.com

1

Team | Keen Wealth Advisors

http://www.keenwealthadvisors.com/team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? What are the elements of a sound estate strategy? Bill Keen, CRPC. Click to read more.

2

Keen Service Offerings | Keen Wealth Advisors

http://www.keenwealthadvisors.com/p/keen-service-offerings

To help you achieve your goals, Keen Wealth Advisors provides comprehensive services and tools to meet your changing needs. Understanding your needs and planning for long-term success. Investment planning and portfolio construction. Without a forward-thinking plan delivered by a dedicated and knowledgeable team, your family may find it difficult to support tomorrow’s goals. Comprehensive net worth statement. Income tax and cash flow analysis. Retirement planning and goal monitoring. Insurance solutions f...

3

Keen Promises and Expectations | Keen Wealth Advisors

http://www.keenwealthadvisors.com/p/keen-promises-and-expectations

Keen Promises and Expectations. Here’s what you can expect from us. In a nutshell: You can trust that we will consistently and responsibly perform all requested services and be available when you need us. Treat you with respect, honesty and dignity. Act as your advisor, putting your interests first. Strive to acquire a complete and accurate understanding of your needs. Explain the implications of the strategies as they apply to you. Update you by email, mail and phone. Q I understand that part of your pr...

4

Keen News | Keen Wealth Advisors

http://www.keenwealthadvisors.com/p/keen-news

August 16, 2016. Keen Wealth Advisors announced it has added personnel to their team as they continue to grow the depth of resources to the firm’s clients. Read more >> Growth Enhances Client Experience. What Financial Advisors Are Telling Investors About the Market's Meltdown". August 24, 2015. Bill Keen quoted in U.S. News regarding the recent market volatility. Read more >> Bill Keen's market perspective. March 23, 2015. March 20, 2015. Read more >> Bill Keen discusses going above and beyond f...Read ...

5

Investment | Keen Wealth Advisors

http://www.keenwealthadvisors.com/resource-center/investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity. Global ...

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keenonretirement.com

Forecast 2017: It's All About Perspective - Keen On Retirement

http://www.keenonretirement.com/perspective

Don’t Let the 16 Variations of This Tax Form Mess Up Your Tax Return. Cancelled Flight – Good Pilots Go Well Beyond the Minimum Requirements. Not Knowing the Difference Between a Fiduciary Advisor and a Suitability Broker or Agent Could Be Very Costly. Here’s How NOT to be Surprised by Your Taxes in Retirement. Limiting surprises in retirement, understanding taxes, and getting beneficiaries right. Forecast 2017: It’s All About Perspective. Dec 28, 2016. You can “watch” the two presentations b...In this f...

keenonretirement.com

What is the Most Important Piece of a Puzzle? - Keen On Retirement

http://www.keenonretirement.com/puzzle

Don’t Let the 16 Variations of This Tax Form Mess Up Your Tax Return. Cancelled Flight – Good Pilots Go Well Beyond the Minimum Requirements. Not Knowing the Difference Between a Fiduciary Advisor and a Suitability Broker or Agent Could Be Very Costly. Here’s How NOT to be Surprised by Your Taxes in Retirement. Limiting surprises in retirement, understanding taxes, and getting beneficiaries right. What is the Most Important Piece of a Puzzle? Dec 21, 2016. 8221; how would you answer? Listen to the Episode.

keenonretirement.com

Will Your Retirement Savings Cover Your Health Care Costs?

http://www.keenonretirement.com/retirement-savings-health-care-costs

Don’t Let the 16 Variations of This Tax Form Mess Up Your Tax Return. Cancelled Flight – Good Pilots Go Well Beyond the Minimum Requirements. Not Knowing the Difference Between a Fiduciary Advisor and a Suitability Broker or Agent Could Be Very Costly. Here’s How NOT to be Surprised by Your Taxes in Retirement. Limiting surprises in retirement, understanding taxes, and getting beneficiaries right. Will Your Retirement Savings Cover Your Health Care Costs? Dec 14, 2016. Evaluating Your Insurance Options.

keenonretirement.com

Six Keys to Staying Young at Heart in Retirement - Keen On Retirement

http://www.keenonretirement.com/staying-young

Don’t Let the 16 Variations of This Tax Form Mess Up Your Tax Return. Cancelled Flight – Good Pilots Go Well Beyond the Minimum Requirements. Not Knowing the Difference Between a Fiduciary Advisor and a Suitability Broker or Agent Could Be Very Costly. Here’s How NOT to be Surprised by Your Taxes in Retirement. Limiting surprises in retirement, understanding taxes, and getting beneficiaries right. Six Keys to Staying Young at Heart in Retirement. Jan 11, 2017. As we start the new year, I want to thank yo...

keenonretirement.com

Will You Finally Reach Your Financial Goals in 2017?

http://www.keenonretirement.com/make-2017-best-year-yet

Don’t Let the 16 Variations of This Tax Form Mess Up Your Tax Return. Cancelled Flight – Good Pilots Go Well Beyond the Minimum Requirements. Not Knowing the Difference Between a Fiduciary Advisor and a Suitability Broker or Agent Could Be Very Costly. Here’s How NOT to be Surprised by Your Taxes in Retirement. Limiting surprises in retirement, understanding taxes, and getting beneficiaries right. How To Make 2017 Your Best Year Yet. Jan 4, 2017. Have you set financial goals. Or other goals for 2017?

keenonretirement.com

Here's How to Avoid Making a Deadly Healthcare Mistake - Keen On Retirement

http://www.keenonretirement.com/healthcare

Don’t Let the 16 Variations of This Tax Form Mess Up Your Tax Return. Cancelled Flight – Good Pilots Go Well Beyond the Minimum Requirements. Not Knowing the Difference Between a Fiduciary Advisor and a Suitability Broker or Agent Could Be Very Costly. Here’s How NOT to be Surprised by Your Taxes in Retirement. Limiting surprises in retirement, understanding taxes, and getting beneficiaries right. Here’s How to Avoid Making a Deadly Healthcare Mistake. Dec 7, 2016. And host of The No-Mistake Zone Podcast.

keenonretirement.com

Should You Worry About Trump's Impact on Your Portfolio? - Keen On Retirement

http://www.keenonretirement.com/24-hour-news-cycle

Don’t Let the 16 Variations of This Tax Form Mess Up Your Tax Return. Cancelled Flight – Good Pilots Go Well Beyond the Minimum Requirements. Not Knowing the Difference Between a Fiduciary Advisor and a Suitability Broker or Agent Could Be Very Costly. Here’s How NOT to be Surprised by Your Taxes in Retirement. Limiting surprises in retirement, understanding taxes, and getting beneficiaries right. Should You Worry About Trump’s Impact on Your Portfolio? Nov 22, 2016. I always stress to our clients not to...

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Keen Wealth Advisors

2016 Keen Wealth Classic. What does your home really cost? Are you ready for retirement? Here are five words you should consider. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Our advisors think clearly and bring a high degree of perception to the financial planning and investment process. Wealth Management Solutions for Life. The Keen Wealth Advantage.

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