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Serving Kokomo, Howard, and Tipton counties   |

Financial Planning

Financial planning and investment services are offered by the firm's owner, Justin Keeling. Justin has been a local financial planner and tax expert since earning a degree in Financial Planning from Purdue University nearly twenty years ago. He can assist you with the following services and products:

  • Tax Preparation & Planning

  • 401(k) and IRA Rollovers

  • Roth IRAs

  • Mutual Funds

  • Stocks, Bonds, and CDs

  • Annuity and Income Protection Products

  • Life, Disability and Long Term Care Insurance

  • Retirement and Income Planning

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