Our Services

 

While developing a customized financial strategy, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to meet your vision and objectives. We also deliver great customer services and communicate with clients to keep them up with the changing economic environments. Keim Financial Services will help you execute sound financial strategies utilizing the following products and services:

 

  •          Tax management strategies that may enable you to pay less taxes legally (note: always consult your accountant)
  •          Managed account approach that uses investment management methodologies 
  •          Retirement strategy plans often with guarantees and sometimes "Income-For-Life" solutions 
  •          Legacy and estate conservation plans and strategies  (note: always consult your estate attorney)
  •          Leveraging solutions using life insurance and annuity products
  •          Long-Term Care solutions to protect assets and enable you to stay at home or receive care at a facility or hospice 
  •          Diversification ideas that may employ Roth conversion and other investment solutions
  •          Tailored Individual (Roth and Traditional) IRA strategies
  •          Business Retirement Plans customized for your goals

 

Keim Financial Services's mission is to enable our clients to achieve their financial goals via customized solutions that use services from both the worlds of insurance and investments.  Understanding risks, asking questions, carefully reviewing contracts/prospectus and matching solutions with client need are vitally important elements of our services.

ProEquities and their representatives do not offer tax or accounting advise. Please see your personal professional regarding your individual situation. Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.