BLUE KEEL Videos

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Financial Planning: Life in a Box

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

 

What It Means to be a Fiduciary

As a fiduciary, Blue Keel has your best interests at heart. This video helps you understand the value we provide and what it means to have a fiduciary acting on your behalf.