Retirement Planning
One of life’s largest changes is transitioning from working life to retirement. When, how, why? Keene Wealth Management helps answer those questions by aligning your current resources (investments, pensions, etc.) with your goals and helping create a smooth transition focused on securing retirement income while mitigating unnecessary taxes.
Investment Planning
We take a long term investment approach with the goal of capturing market growth while ensuring the risk level aligns with your goals and preferences. We keep a close eye on market, economic, and political events that impact your portfolio and adjust as needed.
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals.