My experience with Keith has been very good. He has handled my investments very well and has been proactive in recommending other investment vehicles. Keith helped me successfully put together my investment plan. As a result of working with Keith, I am consistently updated on where my investments are. Keith has been able to put together a comprehensive financial plan for me that meets my financial goals.
My experience with Keith has been very positive. Keith helped me successfully buy and sell agreements and explained related tax implications, insurance coverage and estate planning. As s result of working with Keith, I believe that the financial state of my estate is very secure. Without hesitation, Keith is a professional who gives honest and valuable advice.
My experience with Keith has been rewarding. He is professional and knowledgeable. Keith helped me successfully broaden my retirement options. As a result of working with Keith, I have a safe investment that has a strong return. I am very conservative so Keith worked that into the plan.
My experience with Keith has been very positive. Keith helped me successfully look at retirement options and business succession issues. As a result of working with Keith, I have a better retirement and succession plan.
My experience working with Keith has been a real learning curve! Keith helped me successfully work with my business partners to develop a fully comprehensive succession plan. This enabled George and I to then address our personal financial issues. As a result of working with Keith, I feel as though our business and personal planning for the future is finally under control. Keith is so generous with his time and knowledge and does his best to make sure we get value.
My experience with Keith has been excellent. Keith helped me successfully wade through complex plans to find the best combination of protection for my needs at the best price. As a result of working with Keith, I have the security I need for myself and my family in the event of a catastrophic occurrence. I would recommend Keith to anyone.
My experience with Keith has been both in my company with life insurance and company benefits, as well as personally for family estate planning. As a result of working with Keith our company group benefits costs have been reduced while improving our employee benefits. Keith’s recommendations make our company and family financial planning easy.
My experience with Keith has been extremely beneficial. Keith helped me successfully set up a tax–effective succession plan for my business, combined with a personal estate and tax plan. As a result of working with Keith, I will be able to retire worry–free. I highly recommend Keith’s services to anyone who wants to set up an estate plan.
None of us like to think about what might happen to our businesses or our families if we where to die or become disabled. Owners who do let that thought cross their minds stay awake nights worrying about it, push the thought to the back of their minds or engage in serious continuity planning.
Business continuity can protect your rights in a number of important ways.