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.
Third Party Administration Services
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
Advisors
Helping a loved one buy a home? Review strategies and risks
Approaches range from offering a straightforward monetary gift to making the purchase yourself
Homes smart enough to save you money
When it comes to smart home technologies, there is an abundance of options.
Start fresh with your financial planning this winter
Review your eligibility for benefits programs and get organized for the year. Winter
Resources for Individuals.
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