Financial Planning Services

Keatley Wealth Management offers financial planning and financial problem-solving on a stand-alone basis to address issues such as:

• Retirement planning and capital adequacy
• The impact of inflation on retirement income
• Insurance coverage
• Transitions after the loss of a spouse due to death or divorce

Fees are based on the actual time involved in meeting with you in person or over the telephone, researching and analyzing your current situation, and providing specific recommendations at a rate of $250 per hour with a typical planning fee ranging from $4,000 - $6,000.