FOR INDIVIDUALS
Wealth Planning Solutions
Comprehensive planning that goes beyond investment management.
The mission of your financial advisor is to provide you with a powerful toolkit of wealth planning and management strategies. They will listen carefully to your concerns and provide guidance through decisions, helping you to realize your own vision for your wealth.
Services We Offer:
- Retirement Planning
- Cash Flow and Debt Analysis
- Budget Planning
- Education Planning
- Estate Planning
- Insurance Planning
- Risk Analysis
- CHARITABLE GIFTING STRATEGIES
- EMPLOYEE BENEFIT ANALYSIS
- FINANCIAL PLANNING FOR DIVORCE
- MEDICARE PLANNING
- SOCIAL SECURITY PLANNING
- Tax Planning Strategies
- Business Succession Planning
- Executive Compensation
- Trust Management Services
- Coordination with Family Offices
- Coordination with Your Attorney
- Coordination with Your CPA
What is an RIA?
A Registered Investment Advisor is any person or firm that advises clients on investments and manages their portfolios or provides its clients with financial advice. A Registered Investment Advisor is either registered with the U.S. Securities and Exchange Commission (SEC) or a state securities authority. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
About Keating Financial Advisory Services
Keating Financial Advisory Services, Inc. (KFAS) is an investment adviser registered with the United States Securities and Exchange Commission (SEC) with its principal place of business in Manhattan, Kansas. Patrick J. Keating is our principal owner. Our advisory firm has been providing investment advisory services since 2007. KFAS offers discretionary and non-discretionary investment advisory and consulting services to pension and employee benefit plans and their fiduciaries based upon the needs of the plan and the services requested by the plan sponsor or named fiduciary. These investment advisory and consulting services range from the development of investment policy statements to the delivery of participant communication services. Additionally, we offer broad-based, modular, and consultative financial planning services. Financial planning will typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs. Financial Planning Services may include any of the below individual planning modules, separately, or combined: Cash Flow Analysis/Planning, Education Savings Analysis/Planning, Retirement Analysis/Planning, Risk & Insurance Analysis/Planning, Estate Analysis/Planning, Portfolio Analysis/Investment Planning and/or Charitable Giving.
