Individuals, families and retirees
At Keene Wealth Management, we specialize in serving individuals and families who have already begun building their retirement nest egg but need additional guidance as retirement is no longer a far-off event. We help maximize the remaining working years and help create a smooth transition into retirement.
Once you have transitioned to retirement, we help manage cash flow, tax exposure, and legacy planning ensuring that your wealth continues to work for you and for your goals that matter most.
Business Owners
Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.
It's easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.
When it's time to pass the torch and leave your business, we work side by side with your attorney’s and business advisors providing a lens into your personal financial goals and plans.
Ready to get started?
Contact us to start building a financial plan that fits your current life stage.