FOR INDIVIDUALS
Investment Management
Goal-focused financial strategies
We understand that financial goals are a key component of living out a powerful story. They are an integral part of your daily life and the legacy that follows. Staying current in today’s complex marketplace takes time, research, and agility to respond to changing conditions.
Life is dynamic. Circumstances and goals change.
Having multiple custodial options provides our partner advisors with a comprehensive platform to deliver a variety of custom features and benefits. With these partnerships, these advisors provide tailored pathways, sophisticated investment alternatives and advanced asset allocation techniques to help meet your needs and lifestyle.
Whether you are early in your career, investing for your future retirement, or navigating current needs, a financial advisors can help answer the important questions and ensure you have the resources you need.
SERVICES WE OFFER
- Asset Management
- Retirement Planning
- Wealth Protection
- Saving for College
- Charitable Gifting
- Income Strategies
- Tax-Loss Harvesting
- Legacy Planning
- Trust Management
- Investment Analysis
- Investment Planning
our process
What you can expect.
Managing finances the way you want. Learn more about our discovery process, and how we determine the best strategy for our clients.
UNDERSTAND
First, we take the time to understand your goals, and what financial independence means to you.
DESIGN
Once we understand, we design a unique plan to reach the goals you outlined in our discovery process.
IMPLEMENT
It’s time to make your money work for you. With both goals and a plan in place, we implement our strategy.
MANAGE
After the initial implementation, we work with you to update your financial plan and provide new recommendations as changes occur.
About Raymond James
Our Custodian for Clearing and Custodial Services
As an investor, you’re focused on achieving your financial goals and preserving your family’s future. So we believe you’ve made the wise choice to work with KEATING because you value the importance of objective, professional advice.
Similarly, KEATING has chosen to call on the clearing and custodial services of Raymond James because we recognize the stability of Raymond James and the ability to help preserve your assets and accurately execute your investment transactions.
Raymond James delivers the industry-leading support, technology and resources of a premier financial services company, which allows KEATING to work closely with you to create custom strategies for your short- and long-term financial challenges.
- Raymond James Account Login
- RJ Enrollment Access Help Guide
- RJ Client Access Guide
About Charles Schwab & Co., Inc.
Keating Financial Advisory Services, Inc. has selected Charles Schwab & Co., Inc. (Schwab) as a primary custodian option for our clients’ accounts.
Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.
By using Schwab as primary custodian, KFAS has access to a wide range of products and services that help us serve our clients, including technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.
- Charles Schwab Account Login
- Schwab Login Set-up and Access Guide