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
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. This email message may contain confidential information, and is intended only for the use of the persons to whom it was sent. If this message was received in error, please destroy the message and let us know about the error in transmission. The CFD companies cannot accept trade instructions sent through this email system.