What a Financial Planner Can Do For You

People deserve access to expert financial advice regardless of their net worth. Many investors, however, are unclear about the best type of help to suit their needs, the role an advisor would fill and the costs involved. Putting off seeking professional advice could result in missing out on key opportunities or preventing themselves from reaching their financial goals. Keith Conley believes in a model of financial planning that aligns the client’s life purposes with their money. Clients are best served with a team of advisors including tax professionals, tax advisors, and attorneys who work together to help the client succeed. See here for a review of our financial planning process. 

Problems Keith Can Help With

As a CERTIFIED FINANCIAL PLANNER™ Keith is highly proficient at helping clients navigate issues relating to: 
  • Financial Planning: Make a Plan for Your Wealth
  • Investments: 401k Rollovers, IRA’s, and customized investment solutions 
  • Insurance: Life, Disability, Long-Term Care & Annuities 
  • Student Loan Consulting: Income-Driven Repayment, Public Service Loan Forgiveness, Default Collections and refinancing 
  • Business Services: Retirement plans, Business Valuation, Buy-Sell Agreements

Who We

Operating Virtually and in Person in Orange County, CA