Comprehensive Financial Services for
Individuals and Businesses
Creative solutions, personalized service, and unique expertise focused on YOUR financial goals and life pursuits.
Comprehensive Financial Services for
Financial Planning for Your Life
Business
Consulting
Investment
Management
Insurance
Services
Wealth Planning
Solutions
Third Party Administration
Business Consulting
Our business consulting services help you plan effectively to fulfill the ultimate goal - balance in your work and your life.
Investment Management
Raymond James is a proven industry leader and our trusted broker/dealer. We choose to work with Raymond James due to the excellent breadth and quality of products and services made available to our clients.
Risk Management Services
Insurance is a critical component in any financial plan. We have built close relationships with multiple companies, allowing us the flexibility to custom tailor an insurance plan that best meets your unique needs.
Wealth Planning Solutions
Keating & Associates Financial Advisors provide comprehensive planning that goes beyond simple asset allocation through tax saving strategies, cash flow planning, estate planning and risk management - supporting YOUR big picture vision of success.
Third Party Administration
Our talented TPA department provides support to business owners and their employees on everything from flex-spending accounts to retirement plan administration.
Flex Benefits Administration >
Retirement Plan Administration >
The “let’s make it simple” approach to retirement planning for your company and employees.
We identified a need for an uncomplicated and effective platform to help business owners help prepare their employees for retirement. The Keating Premier Platform is a customized application that may do amazing things for your company and employees.
