To inspire confidence through conscientious retirement planning and investment management. We take the time to get to know you. Your goals and challenges. Your priorities. We want to understand exactly where you stand on the path toward retirement so we can help you arrive where you want to be. Whether you are just beginning your trek or are nearing the finish line, Keen Wealth Advisors is your partner in achieving confidence in your retirement.
From the experienced professionals we hire, to our team structure, our planning process, our investment approach and more, we are focused on your goals. Keen Wealth Advisors is an SEC Registered Investment Advisory firm, which means that we are required to act in the best interest of our clients. Before we provide advice, we make it a priority to understand you and your family.
From the experienced professionals we hire, to our team structure, our planning process, our investment approach and more, we are focused on your goals. Keen Wealth Advisors is an SEC Registered Investment Advisory firm, which means that we are required to act in the best interest of our clients. Before we provide advice, we make it a priority to understand you and your family.
Services
At Keen Wealth Advisors, we take a team approach to serving clients. We believe this approach provides a broader perspective and more focused support. Our dedicated professionals draw upon their diverse backgrounds and experience to understand and deliver on clients' long-term goals. They're passionate about helping clients achieve their retirement dreams.
As you approach retirement, questions begin to stack up that you may not be able to answer:. These questions exist because preparing for retirement is not easy. You're not sure which advisors to trust, you worry about being sold a product for the wrong reasons. Above all, it's daunting to share your financial information to another person.
Engineers understand that something big and long-lasting doesn't grow overnight. It takes years of planning, preparation and attention to detail. It requires the incorporation of mathematic, geographic and budgetary limits that must be measured and re-measured. And, it requires the ability to be flexible and open to change as the project evolves.
We have a simple process that helps you and us determine if we are a good fit to work together. You will know exactly how we can help you and what the costs to engage our team of professionals will be before you pay us a single penny. We have a disciplined screening process for evaluating and accepting new clients into our practice.
At Keen Wealth Advisors, located in Overland Park, Kansas, our services are delivered with a single goal - to help you attain the retirement of your dreams. Our dedicated and knowledgeable team works with you to create a perceptive, personalized, precise financial plan specifically designed to help you achieve your retirement goals.
