Our Services
We serve individuals and businesses in many areas of wealth management, including:
Asset and Investment Management
Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals. Designing and implementing customized fee based portfolios.
Investment Planning
Coordinating and tying together the various components of your particular situation. Examining and recommending solutions to help achieve future goals.
Retirement Planning
Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Tax Management
Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
Estate Planning
Working with estate-planning and trust specialists to help review your wills and trusts, establish beneficiary designations, and preserve your estate for your intended heirs. Coordinating with your tax and legal advisors to help reduce potential exposure to estate taxes and probate costs.
Life and Disability Insurance Planning
Evaluating your needs and providing appropriate coverages.
Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education and future through vehicles such as 529 college saving plans, education savings accounts, and custodial accounts.
Employee and Executive Benefits
Facilitating the exercise of employee stock options for the client. Providing 401K and other retirement plan packages for the business owner. Helping your business attract and retain qualified employees through benefit packages.
* Keidan Financial Consultants, LLC does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.