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Our Services

How We Work

While developing a customized financial strategy, we will walk you through a step-by-step process that can 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 strive to deliver great customer services and communicate with clients to keep them up with the changing economic environments. Keim Financial Services will help you execute customized financial strategies utilizing the following products and services:

  • Tax-efficient investment strategies that may enable you to pay less taxes legally (note: always consult your accountant)
  • Managed account approach that uses investment management methodologies
  • Retirement Income strategies  
  • 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 designed 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' 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/prospectuses and matching solutions with client need are vitally important elements of our services.

ProEquities and their representatives do not offer legal, tax or accounting advice. 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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

peter.keim@pesmail.com  |  740-525-7891