Services

Money makes a terrible master but a wonderful Servant.

P.T. Barnum  

 

Money isn’t the most important thing. Wouldn’t you agree, however, that too often money controls how we live and act? 

Keith offers a variety of services to help people worry less about their ability to support their families and businesses including: 

  • Budget and Debt Planning
  • Student Loan Consulting
  • Cash Flow Planning (strategies to make big purchases without being cash poor)
  • Risk Management (Life and Disability Insurance)
  • Annuities
  • Retirement Planning
  • Charitable Giving Planning

Keith ultimately teaches clients how to control their money so that they worry less about the future of their families, business, and churches.