Our process is centered on creating a collaborative, strategy-driven partnership tailored to your goals and values. Each step is designed to promote clarity, confidence, and long-term alignment—allowing us to move forward with a shared understanding and a focused plan.


Financial Planning Process

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Rebalancing a non-retirement account could trigger a taxable event and may increase your tax liability. Keating Financial Advisory Services, Inc. and its advisors do not provide tax or legal advice. You should consult appropriate professionals regarding your specific situation. Financial planning services do not guarantee results and are based on assumptions and inputs that may change over time.