When creating a Financial Plan, Think Differently.

We believe the best way to build wealth is by addressing what can lead you to lose it in the first place. Outside of market risk, life brings many challenges.

It is our belief, that by removing emotion from your investment decisions by limiting downside exposure can help keep you focused and prepared for lifes unexpected future challenges.

Our Belief, Start a financial plan with a strong Foundation.

Financial & Business Planning

Organize
Invest
Income Planning
Tax Efficiency
Insurance
Estate Planning
Retirement
Family Planning
Business

Medical Legal Specialty Division

Disability Income Insurance
Life Insurance
Asset Protection
Risk Management
Practice Management

Senior Benefit Division

Medicare Supplements
Medicare Advantage
Prescription Drug Plans
Hospital Indemnity Plans
Long Term Care
Dental & Vision Plans
Cancer Policies
Annuities

Executive Group Benefit Division

401k & Retirement Plans
Group Health & Life
Group Disabilty Plans
Group Dental & Vision
Group Cancer
Group Long Term Care
Executive Bonus
Executive Compensation
Deferred Compensation
Buy Sell Agreements
Succession Planning

Wealth Management.

Individuals, Corporations, and Non-Profit Organizations with investable assets of $1,000,000+.

Wealth management strategies for individuals, families, and non-profit organizations.

Wealth analytics & solutions combined with personalized estate & financial planning. We have a strong focus on risk management, tax-efficiency, and philanthropy management. We have strategically partnered with institutional managers, attorneys, and tax professionals.

Modern managed investment portfolios that have a strong focus on reducing the max drawdown by using mathematical formulas and mechanical execution strategies

In this modern world, we feel that risk management is needed more than ever. Our strategies offer proprietary risk management portfolios with a focus on delivering consistent returns for medium and long term investors. Ask yourself, What is your current exit strategy when the next market cycle begins?

Do you want to find a financial advisor that fits you?

Then understand, How they think.

Why is it assumed that the stock market can make you rich or wealthy, when most of the American population is poor? It may be that many Americans disregard risk completely, by the noise of Wall Street, Internet, and daily business news.

Ask yourself this. If a recession, disability, divorce, or any other situation that could cause a financial disaster to hit; are you prepared? Have you planned for the “What if situations”?

Most of us have seen others take unnecessary risk that led to failure or struggle, yet most don’t protect themselves from the same scenarios. This is a clear example of typical human behavior. Have you witnessed a car accident? Did you start wearing a seat belt afterwards? How many of our friends and families have lost their homes after losing their jobs do to a disability or accident? Yet they still don’t protect their income. Why is it many American retirees spend their lives trying to accumulate wealth and security, but don’t protect their nest egg from financial disasters or basic “Long Term Care needs”. It all starts “with a Plan”, but what is a plan worth if you don’t “Protect it”?

Ask yourself these questions. What is the difference between gambling and investing? Have you ever heard of anyone going to a casino and leaving financially secure? What’s the probability of investing in the stock market like everyone else and ending up financially secure? Do the research, not so probable. There is no perfect investment philosophy or investment. You will always give up something in any strategy or philosophy. We believe that reducing your exposure to losses, is a better way of gaining more from your strategy or plan. Narrow the path to more predictable and acceptable outcomes.

At Keaney Financial Services Corp. we believe a good financial or business plan can’t exist without a “Strong Foundation”. Our focus is helping reduce risk for individuals and businesses within their own “What if Scenarios”? Monetary success begins with prudent risk management and long-term mindset.

What's Your Risk Number?

Are you taking too much risk? Too little risk? Does your portfolio risk match your personal risk?

Self test: Measure your risk here.

Ready to Take Control of Your Financial Future?

If you’re unsure on where your current plan stands, click the button below to self-assess.

Start by selecting a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact your ability to reach your goal.

Once you’re ready, request a consultation, and we’ll work together to build a plan to help make your financial goals a reality.

Where is Your Current Plan Taking You?