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