Our Processes and Services

Our Proccesses and ServicesOur clients, both small businesses and individuals, count on us to take care of their financial planning, investment management and insurance needs.

As rules and regulations regarding benefits, taxes and insurance evolve, we’re all impacted.

Small businesses find themselves streamlining operations to cut costs. Individuals, more than ever, are seeking comprehensive planning help to manage their financial futures and protect their families.

At Keating & Associates, our clients, whether business owners or individuals, depend on us to take care of their financial planning, investment management and insurance needs.