Keith Southwick (CFP®, ChFC®, CLU)

Keith Southwick focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

A retirement income plan will look at investments, Social Security benefits, pension, debt, insurance, taxes, retirement savings, and provides retirement income projections. If you are still working and preparing for retirement, we will concentrate more on retirement savings. If you are already in retirement, more emphasis will be placed on retirement income through Social Security Benefits, investments, and pensions.

An investment plan will look at your current investments, reviewing your allocations, risk levels and performance, retirement savings, and investment managers.

An estate plan review is not included in a retirement income plan or investment plan, but can be done upon request for an additional fee.

Additional Information

We are firm believers that any plan requires adjustments along the way. Therefore, we offer ongoing service to our clients that can range from one to four meetings or calls annually. With this option, we can track your progress and help you to make any course corrections that may become necessary. Also, we will be there to help when your life takes a turn, whether it is for the good or for the bad.