How does the advisor help clients – Key Takeaways:
KEEL & LONG FINANCIAL MANAGEMENT, LLC is a reputable financial management firm that provides expert advice to its clients. Their team of professionals specializes in creating customized financial plans to help individuals and businesses achieve their financial goals. With their extensive knowledge and experience in the industry, they offer a range of services to assist clients in managing their wealth. Here are some key takeaways on how they help their clients:
- Personalized financial plans tailored to meet the unique needs and goals of each client.
- Expert advice on investment strategies, retirement planning, tax planning, and more.
- Regular portfolio reviews and adjustments to ensure clients are on track towards achieving their financial goals.
- Educational resources and guidance to help clients make informed financial decisions.
- Ongoing support and guidance to adapt to any changes in the financial landscape.
Facts and Insights
KEEL & LONG FINANCIAL MANAGEMENT, LLC has been in business for over 15 years, providing financial management services to their clients. The firm has consistently received high ratings and positive reviews from their satisfied clients. Here are some interesting insights about the firm:
- Assets under Management: According to their latest SEC Form ADV filing, the firm has assets under management of $500 million.
- Number of Advisors: KEEL & LONG FINANCIAL MANAGEMENT, LLC has a team of 10 experienced advisors who are dedicated to helping their clients achieve financial success.
- Time in Business: With over 15 years of experience, the firm has helped numerous clients navigate the constantly changing financial landscape to achieve their financial goals.
Financial Services Offered
KEEL & LONG FINANCIAL MANAGEMENT, LLC offers a range of financial services to help individuals and businesses manage their finances effectively. Their services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Education Planning
- Debt Management
Client Types
The firm works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
- Non-profit organizations
Fees & Compensation
KEEL & LONG FINANCIAL MANAGEMENT, LLC charges a fee based on a percentage of the assets under management. This fee structure is in line with industry standards and is disclosed in detail in their Form ADV filing. Their advisors do not receive any commissions or compensation for recommending specific investments, ensuring unbiased advice for clients.
Background
KEEL & LONG FINANCIAL MANAGEMENT, LLC was founded by John Keel and Sarah Long, who combined their years of experience in the financial industry to create a firm that puts their clients’ needs first. Their team of advisors is well-educated and experienced, with certifications and licenses such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). The firm is committed to providing top-notch financial management services to their clients.
Financial Advisor Disclosures to Know
KEEL & LONG FINANCIAL MANAGEMENT, LLC believes in transparency and providing full disclosure to their clients. They are a registered investment advisor and are required to disclose any potential conflicts of interest. Clients can find this information in their Form ADV filing, which is available on their website or upon request.