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Planning for Life Transitions

Life transitions—whether expected or unexpected—can have a significant impact on your financial plan. We provide personalized guidance to help navigate key changes such as career shifts, marriage, home purchases, parenthood, and retirement.

Our approach includes reviewing cash flow, evaluating savings and investment strategies, and coordinating with tax and legal professionals when needed. We aim to help clients stay financially organized and prepared for new phases of life, adjusting strategies as goals and circumstances evolve.

 

Keating Financial Advisory Services, Inc. and its advisors do not offer tax or legal advice. Please consult appropriate professionals for tax or legal guidance related to your situation.

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