EXCLUSIVE SERVICEs
Keating Premier Platform
The “let’s make it simple” approach to retirement planning for your company and employees. Scroll to learn more!
Customized Retirement Plans for Your Business & its Employees.
Because we think your life is complicated enough running a business, we created this customized application that may do some amazing things for your company and employees. See our impact, and how we can help your business too.
Recordkeeping: Alerus
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Administration: Keating & Associates
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Financial Management: Fidelity
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Let's meet your retirement goals, together.
To learn more about our Keating Premier Platform, reach out to us directly.
Raymond James is not affiliated with Fidelity or Alerus. KEATING PREMIER PLATFORM SERVICES ARE OFFERED BY KEATING & ASSOCIATES AND ARE NOT ENDORSED OR AFFILIATED WITH RAYMOND JAMES FINANCIAL SERVICES.
Manage your personal and business pursuits more effectively.
The Entrepreneurs Navigator System
The Entrepreneurs Navigator System is Keating & Associates’ proprietary process, designed to help with estate planning, insurance consulting, and educational workshops that allow business owners to better manage their personal and business pursuits more effectively. ENS can facilitate personal development and self-improvement that promotes business and professional growth as a by-product.
Completing The Entrepreneurs Navigator System will also help you achieve some important objectives:
Establish your goals and create a plan designed to accomplish them.
Feel more relaxed and confident.
Have more time to enjoy life.
Organize and coordinate your estate planning and insurance needs.
Compile a trusted team of personal and professional consultants.
Enhance communication with the people who are important to you.
Entrepreneurs Navigator System offered by Keating & Associates, Inc. and is not a service offered by Raymond James Financial Services.
5 Steps of The Entrepreneur Navigator System Process
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Step One: Evaluate & Reflect
We begin by introducing you to our services, our capabilities and who we are as a company. We also use this time to get to know you and your business, your goals and concerns and to ask the “three-year question” — where do you want to be, personally and professionally in three years? Based on your answers, our team will help you establish your “wish list” of important items to address for the near and long term.
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Step Two: Understand
Next, we review your “wish list” together, in detail, and begin determining which items should take precedence and which strategies are most suited to the needs of your business. Once we’ve defined what’s most important to you and the methods you’re comfortable with, our team will create an action plan, or “priority list” to guide the planning process.
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Step Three: Design
Once your goals are outlined and your priorities established, we begin analyzing each of your business’s needs in light of your concerns and goals. Based on our assessments, we’ll make business growth recommendations – including specific tasks and investments – and present our formal financial plan for your approval.
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Step Four: Implement
After we’ve made any necessary adjustments and received your approval, it’s time to put your plan into action, employing the solutions we’ve discussed and coordinating with your other professional advisors – including, for example, your property and casualty agent. In this way, we ensure that your plan proceeds smoothly with minimal effort on your part.
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Step Five: Manage
Once we implement your business growth plan, we carefully track its progress, communicating with you often to ensure that everyone is on the same page. Should your goals or the direction of your business change at any point, we’ll quickly revamp your lists and revise accordingly.
Entrepreneur Navigation System offered by Keating & Associates, Inc. and is not a service offered by Raymond James Financial Services.
EXCLUSIVE SERVICEs
KOLBE
What is kolbE?
KOLBE is a one-of-a-kind, online behavioral assessment that quantifies an individual’s instinctive makeup.
Multiple benefits for employers who follow the Kolbe approach include higher retention rates, lower absenteeism, greater employee engagement and less job-related stress. And the most important benefit for your business — improved communication.
Optimizing Employee Teams – Kolbe Discovery Seminar
A Kolbe Discovery Seminar is a half-day introduction to key Kolbe concepts, including a complete inventory and analysis of a team’s unique set of instinctive strengths. Participants learn how their natural abilities align with their own performance expectations, and also how those abilities align with their supervisors’ requirements for success.
If you’re a leader seeking high performance teams, or are attempting to diagnose issues with teams not performing at their peak, give Kolbe a look. You may be amazed at the results. Visit kolbe.com to learn more!
Kolbe offered by Keating & Associates, Inc. and is not a service offered by Raymond James.
“[list of trademarks and copyrights appearing in the material] are the property of Kathy Kolbe and Kolbe Corp. All rights reserved. Used herein with permission.” Materials that describe KC products or services shall include at least one reference to the KC website, www.kolbe.com , which shall be a functioning hyperlink where the materials are accessed online. https://www.kolbe.com/legal/trademarks-and-copyrights/
Materials must be submitted to KC for approval at least 3 weeks prior to date that approval is required. Approval must be in writing and signed by KC.
