First and foremost we ask questions to determine what you are looking to achieve out of working with our team. It's important right out of the gate that we discuss our process and determine whether you are a good fit for our team and, more importantly, whether we are a good fit for you. The Leg Work - We consolidate and review the different aspects of your finances in order to provide you with a holistic overview of your financial situation.
Once we understand your goals and your current financial situation we now have a foundation we can build upon. At this point we put our heads together and create a custom plan specific to your personal goals. Your life is in full swing. Don't forget to focus on financial goals for yourself and your family both future and present.
Once we understand your goals and your current financial situation we now have a foundation we can build upon. At this point we put our heads together and create a custom plan specific to your personal goals. Your life is in full swing. Don't forget to focus on financial goals for yourself and your family both future and present.
Services
Every dollar that we manage represents a small vote of confidence in what we do and who we are. We take that very seriously, and so do our clients. Our advisors have been managing money for over 30 years and we know that without a tested, refined process, we're nowhere. After all, plans are great, but they mean nothing unless there's a solid, verified, trusted process in place to make it happen.
That's us in five simple words. Keiron Partners is for investors. Our clients are local doctors, lawyers, utility linemen, public school teachers and small business owners. They're people with awesome, important jobs and modest incomes and they're folks with high-powered, high profile careers with six and seven-figure incomes.
A quarter century of experience, top-notch support, a battle-hardened, tested process and a passion for managing money you just can't get by pressing "2" for customer service. Our advisors have been there for our clients through raises, promotions, moves, kids in college, grand kids and a million job changes.
We ask a lot of questions. We write it all down. And we've gotten pretty good at listening because we've found that if often takes time for new clients to verbalize their retirement dreams. We get into the weeds and take the vision of how you want to spend your retirement and turn that vision into an actionable plan.
