At Blue Keel, we understand how challenging it is to oversee your growing business and manage your personal financial life. That’s why we offer planning and portfolio management services to business owners and entrepreneurs seeking customized solutions from a fee-only fiduciary who puts clients’ interests first.

Founded in 2014, Blue Keel helps clients better align their professional goals with their personal goals. We provide clients with our goals-based planning framework rooted in effective cash flow planning techniques, risk assessment and analysis, and custom portfolio management methodologies.

If you’re a business owner or have unpredictable income streams, then we can help you:

  • Incorporate personal and professional objectives into a goals-based financial plan
  • Align your business plan with your investment portfolio
  • Understand personal and business cash flows and debt
  • Develop a Succession Plan or Exit Strategy
  • Assist with business and personal risk/liability management
  • Build and preserve a legacy for your family

Blue Keel provides a comprehensive financial planning framework, as well as portfolio management services to successful business owners, entrepreneurs, and their families using an innovative digital platform to help them navigate their financial lives and stay on course to reach their goals.

Clients benefit from an independent, fee-only advisor with over fifteen years of financial services experience. In-depth expertise from the areas of accounting, finance and wealth management is applied to the development of our financial planning process – which provides our clients with a better understanding of their current and future financial situation.

Contact us today at info@bluekeelfp.com to learn more.

Subscribe to get better money management ideas in your inbox