About Us
Experience
Keith has been helping clients with their retirement needs since 1988. His primary goal is to help people protect their money from market volatility.
Services
I help people determine how much risk is appropriate for their personal financial needs. I work with the following types of plans:
- Annuities
- 401(k) and ESOP rollovers
- 403(b) and 457 plans
- CD Alternatives
Cost and Funding
I do not charge a fee for my services. I can establish a new account with funds from savings or other liquid assets.