SCHEDULE VISIT

aBOUT US

SUCCESS, TOGETHER

Collaboration to achieve your Financial Goals

We bring a collaborative approach to your finances. We educate, guide, and work with you to reduce the impact taxes, market loss, inflation, and fees have on your portfolio and your lifestyle. 

SCHEDULE VISIT

Andrew Keehn

Founder & president, wealth advisor

Andrew has a passion for educating his clientele and community, for solving complex problems, and for helping people to better understand and take control of their finances.  He places less emphasis on traditional, singular-focused strategies or products, and more emphasis on forward-looking valued added services, such as:  

  •  Advanced Tax Management (creating tax-free wealth)
  •  Personal Retirement Planning (reducing fees and risk)
  •  Business Strategies
  •  And more.
He does so by integrating every aspect of your plan together to create a more efficient and complete financial plan.

WHO WE SERVE

RETIREES

REAL ESTATE INVESTORS

BUSINESS OWNERS

FAMILIES & INDIVIDUALS

take the next step

ready To Start Your Plan? Let's Talk.

The first step starts with a simple conversation where we discuss your financial goals, evaluate your concerns and the challenges you’ve faced, and examine opportunities.

SCHEDULE VISIT

Our mission is to protect your assets, decrease your tax burden utilizing advanced tax planning strategies, and prepare for retirement, all while maintaining better control and understanding of your financial picture.

ABOUT

  • Our Team
  • Who We Serve
  • FAQs

SERVICES

  • Tax-Free Wealth Strategies
  • Retirement Planning
  • Life Insurance
  • Income Creation
  • Tax Planning
  • Estate Conservation

RESOURCES

  • Download our Book
  • Destruction of the 401(k)
  • Consumer Guides
  • Blog

CONTACT US

We are an independent financial services and tax-planning firm. We help reduce taxes for individuals and business owners. We create tax-free retirement strategies using the proper financial vehicles. We do not offer securities, but we do work with select firms that have the same values as we have. We believe the best way to build wealth is to have a holistic approach to the financial planning process. This includes diversified asset classes and having a balanced approached to minimizing taxes so you can maximize your returns.  This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

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