Financial Planning Services for Individuals

Investment Management, Retirement Plans, Wealth Planning, & more – all organized and managed through Keating.

SOLUTIONS FOR INDIVIDUALS

Provided by our Keating Advisor Partners.

We offer a variety of services and resources for individuals.  Learn more about those services and the advisors that can assist you.

Wealth Planning Solutions

Long term wealth building & planning for individuals.

Investment Management

Goal-focused financial strategies for individuals.

Insurance Services

Customized insurance plans for your unique needs.

Medicare Sales

Employer group, individual, and more!

Third Party Administration Services

Retirement Plan Administration

Meet our team, and access your retirement account logins.

Flex benefits administration

Flexible spending arrangements (FSA), health savings accounts (HSA), and dependent care FSA

TAILORED TO YOUR WANTS & NEEDS

Find the right Keating Advisor or Advisory Team for your needs.

A big part of shared success is finding the right advisor to match your needs.  With a team of over 30+ advisors, and multiple advisory team partners, we are confident that no matter your portfolio preference or personal preference, we have the right advisor for you.

Learn more about our advisor partners, and how they can help you reach your goals.

Keating Advisor Teams & Individuals

Resources for Individuals.

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