Sophisticated Financial Advice, Delivered with Simplicity

Financial Planning, Investment Management & Sophisticated Advice

  • We will coordinate, consolidate, and simplify every aspect of your financial life. You’ll get succinct, intuitive reports, including an Asset Map and a date- and dollar-specific Financial Plan, and we will update these regularly.

  • Sage guidance against making the “big mistakes,” especially panic selling during falling markets, will typically be worth many multiples of our advisory fees over the long term. We will help you stick to a simple, well-constructed financial plan that works for you.

  • The investment portfolio that we create for you is the medium to fund your Financial Plan. Guided by our intuitive asset allocation methodology, you will understand exactly what you own and why you own it.

  • We will coordinate, consolidate, and simplify every aspect of your financial life. You’ll get succinct, intuitive reports, including an Asset Map and a date- and dollar-specific Financial Plan, and we will update these regularly.

  • Sage guidance against making the “big mistakes,” especially panic selling during falling markets, will typically be worth many multiples of our advisory fees over the long term. We will help you stick to a simple, well-constructed financial plan that works for you.

  • The investment portfolio that we create for you is the medium to fund your Financial Plan. Guided by our intuitive asset allocation methodology, you will understand exactly what you own and why you own it.

ESSENTIAL INFORMATION

Value promise

Value promise

Our team

101 Series & Checklists

In addition to our public blog, our clients have access to our library of “101 Series” documents, which distill complex financial topics down to just four pages. We also have a catalogue of checklists for life-changing events. If you are interested in receiving a complimentary copy of one of these documents, please send an email to tim@keatingwealth.com.

101 Series

  • College Funding 101
  • Disability Insurance 101
  • Estate Planning 101
  • Health Insurance 101
  • Health Savings Accounts 101
  • Life Insurance 101
  • Long-Term Care 101
  • Medicare 101
  • Retirement Plan Fund Selection 101
  • Social Security 101

Checklists

  • Financial Uncertainty Preparedness Checklist
  • Premarital Preparedness Checklist
  • Pre-Divorce Checklist
  • Elder Care Checklist
  • New Widow/Widower Financial Checklist
  • Financial Inventory Checklist

“THE BEHAVIORAL INVESTOR” BLOG

Gold Misconceptions

Conventional wisdom says that stocks are vulnerable to the ravages of inflation, while gold is one of the best hedges. But the data show otherwise; compared to gold, stocks provide superior protection against inflation over time.

Investing a Lump Sum by Nightfall

If you received a $1 million inheritance, with the only stipulation being that it had to be invested in the stock market, would you invest it all by nightfall or invest some now and gradually invest the rest over time? Would it make a difference that we’re on the eve of a presidential election and experiencing so much economic uncertainty because of the pandemic?

Financial Uncertainty Preparedness Checklist

Knowing you are well-prepared for any eventuality can relieve a great deal of stress during times of crisis. Our Financial Uncertainty Preparedness Checklist outlines more than 40 actions you and your financial adviser should take to ensure there are no dangerous gaps in your financial plan.