Financial Planning Services
Why Consult a Financial Planner? * Pre-Retirement Planning * Post-Retirement Income Planning * Insurance Evaluation * Budget Planning & Implementation * College Savings Strategies * Estate Planning Strategies * Debt Reduction Plans * Tax Savings Strategies * Pre or Post-Divorce Financial Planning * Financial Concerns after a death in the family   Mr. Keim does consultations with clients on financial matters.  Those needing comprehensive financial plans are referred to his successor firm, Capasso Planning Partners (Capassoplanningpartners.com).	Planning for your financial future can appear very overwhelming. An experienced financial advisor can help you formulate goals and chart a sensible path to achieve those goals!
Mr. Keim is a FEE ONLY Financial Planner. This means that the only compensation he receives is the fee which is clearly negotiated at the outset. You don't have to worry about being sold insurance and investment products which may not be in your best interest but earn a commission for the salesperson. If you need any of these types of products, Mr. Keim will assist you in finding the best products at the best prices. FEE ONLY means your interests outweigh generating commissions!	FINANCIAL CONSULTATION FEES are on an hourly basis.
CERTIFIED FINANCIAL PLANNER licensees have demonstrated competence in the fields of insurance, retirement planning, investments, taxes, employee benefits, estate planning, and general financial planning strategies. The national CFP test is a two-day examination which only around 60% of those qualifying to take the test will pass. To maintain a CFP license, the practitioner must subscribe to a Code of Ethics and complete 30 hours of continuing education every two years. Mr. Keim managed $100 million of assets at the time he retired from asset management.  Clients needing asset management or comprehensive financial planning are referred to Charlie Capasso and his team at Capasso Planning Partners (capassoplanningpartners.com).