Keith is qualified to provide advice on a range of investment matters including: 

  • Investment Management 
  • Roth/Traditional IRA
  • ETF/Mutual Funds
  • Brokerage Accounts
  • Retirement Plans (401k, SEP, SIMPLE IRA’s) 
  • Variable/Indexed Annuities 
  • Stocks & Bonds

 

Factors to Consider When Investing

  • Estimate Your Time Horizon

  • Know Your Risk Profile

  • Diversification 

  • Consider Taxes & Inflation