Financial Planning

for business owners and professionals

Blue Keel Adds Value to Your Financial Planning, Investment Management and College Funding Plan

We’re experts at helping clients who want to: maximize after-tax income, fund their children’s college education without robbing retirement, and align their own needs with passing on a legacy.

 

Blue Keel is an Independent, Fee-Only Financial Advisor. No commissions  +  No kickbacks  +  No hidden fees  =  Full Transparency

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Our 6 Value Principles put you and your interests first.

Blue Keel incorporates 6 Value Principles into our rigorous Financial Planning, Portfolio Management and College Funding processes to help you stay committed to managing your wealth plan and avoid emotion-based decisions.

Organization
Accountability
Objectivity
Proactivity
Education
Partnership

Financial Planning Video:

Life in a Box

With Blue Keel’s personal online wealth management portal, you can organize your financial life and stay in-the-know. Accessible 24/7.

Features include: consolidated accounts organizer, interactive charts for investments, track spending, budgeting tools to help reach savings goals, financial workshops, vault to securely store financial documents, screen sharing for interactive planning, etc.

 

Take Control of Your Wealth

Your personal wealth management portal makes it easy to manage your financial life.

 

Securely connect all your accounts for a consolidated view of your wealth.

With interactive charts, you can monitor all your financial accounts.

Understand your cash flows to help with budgeting and saving.

See if you’re on target to reach important goals such as retirement and college funding.

Securely store your important financial documents in one place with 24/7 access.

You’re never out of touch when you can meet via screen sharing sessions for interactive planning.

Have a complete picture of your financial life available on your smart phone or tablet.

 

Ready to get your financial life organized?

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