Comprehensive Financial Services for
Individuals and Businesses
We offer creative solutions, personalized service, and unique expertise focused on YOUR financial goals and life pursuits.
Financial Planning for Your Life
Entrepreneur Navigation System
The Entrepreneur Navigation System™ (ENS) is Keating & Associates’ proprietary process, designed to help business owners manage their personal and business pursuits more successfully.
Investment Management
Raymond James is a proven industry leader and our trusted broker/dealer. We choose to work with Raymond James due to the excellent breadth and quality of products and services made available to our clients.
Risk Management Services
Insurance is a critical component in any financial plan. We have built close relationships with multiple companies, allowing us the flexibility to custom tailor an insurance plan that best meets your unique needs.
Wealth Planning Solutions
We offer comprehensive planning that goes well beyond simple asset allocation through tax saving strategies, cash flowing planning, estate planning, and risk management. We support your big picture vision of success.
Our Culture
Our culture sets us apart. We advocate a work/life balance that fits your distinct circumstances allowing you to prioritize what you choose. Grow your passions while you grow your business.
- Time
- Money
- Relationships
- Purpose
The “let’s make it simple” approach to retirement planning for your company and employees.
We identified a need for an uncomplicated and effective platform to help business owners help prepare their employees for retirement. The Keating Premier Platform is a customized application that may do amazing things for your company and employees.
