by Sarah | May 25, 2022 | Uncategorized
At Keel and Long, our goal is to actualize your financial goals. With decades of combined experience, we give your financial resources the same treatment we give our own. You can trust us to help you with financial planning, portfolio management, and 401k plan...
by Sarah | Mar 31, 2022 | Uncategorized
If you are planning for your financial future, it might be a good idea to contribute to an individual retirement account (IRA), which is a tax-advantaged account meant for long-term savings. Some IRAs are available through employers, but the two most...
by Sarah | Feb 23, 2022 | Uncategorized
We know that choosing a retirement plan can be complicated, especially if you’re the first member of your family to open a 401(k) for yourself. Some employees choose to invest in a 401(k) so that they are less tempted to spend each paycheck; these types of retirement...
by Sarah | Feb 13, 2022 | Uncategorized
Our goal at Keel and Long is to help you feel financially secure by reaching your financial goals. With nearly 20 years of combined experience, we specialize in financial planning, including portfolio management and 401k plan services. We’re ready to help you make...
by Sarah | Jan 24, 2022 | Uncategorized
When it comes to demonstrating and maintaining a fiduciary duty, financial professionals who have the Accredited Investment Fiduciary, or AIF, credentials have a little more to offer. What is an AIF, and how could you benefit from one? At Keel and Long, our goal is to...
by Sarah | Jan 6, 2022 | Uncategorized
At Keel and Long, we use our combined experience of nearly 20 years to help you reach your financial goals. We specialize in portfolio management, 401k plan services, and financial planning in general. If you have questions about financial scams, or if you’re ready to...
by Sarah | Sep 25, 2021 | Uncategorized
Unfortunately, scammers know that they can take advantage of the elderly more frequently than young folks. Because seniors are sometimes less familiar with modern technology, have access to more money, and may have age-related physical and or cognitive deterioration,...
by Sarah | Aug 30, 2021 | Uncategorized
At Keel and Long, we use our combined experience of nearly 20 years to help you reach your financial goals. We specialize in portfolio management, 401k plan services, and financial planning in general. Most of our competitors are broker-dealers; however, we’re...
by Sarah | Aug 16, 2021 | Uncategorized
At Keel and Long, we benefit from 19 years of combined experience and we’re here to actualize your financial goals. Because we use a fee-only model, we have minimal conflict of interest when thinking about your finances. Our clients are our first priority. Unlike most...
by TJ Long | Oct 22, 2020 | Uncategorized
