How does the advisor help clients – Key Takeaways:
Keenan Financial is a highly reputable financial firm that specializes in providing expert advice and guidance to its clients. With a team of experienced and knowledgeable advisors, they are dedicated to helping individuals, families, and businesses achieve their financial goals and secure their financial future.
Some key takeaways about how Keenan Financial helps their clients include:
- Creating personalized financial plans tailored to each client’s unique needs and goals.
- Offering a wide range of financial services to address various aspects of their clients’ financial lives.
- Providing unbiased and objective advice to help clients make informed financial decisions.
- Taking a holistic approach to financial planning, considering both short-term and long-term goals.
Facts and Insights
Here are some important facts and insights about Keenan Financial:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
| Data as of December 31, 2020 | ||
These numbers showcase the significant experience and success of Keenan Financial in managing their clients’ assets and helping them reach their financial goals. With a team of 10 highly qualified advisors and 15 years of experience in the industry, clients can trust in the firm’s expertise and track record.
Financial Services Offered
Keenan Financial offers a comprehensive range of financial services that cover all aspects of their clients’ financial lives. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Education planning
- Charitable giving
- Business planning
By offering a diverse range of services, Keenan Financial is able to address the various financial needs and goals of their clients, making them a one-stop-shop for all things finance.
Client Types
Keenan Financial serves a wide range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Non-profit organizations
Their diverse client base is a testament to the firm’s ability to cater to clients from all backgrounds and with different financial needs and goals.
Fees & Compensation
Keenan Financial operates on a fee-only compensation structure. This means that their advisors are not paid through commissions or sales, ensuring that their advice is always in the best interest of their clients. The fees charged by Keenan Financial are based on a percentage of the assets under management, ensuring that their interests are aligned with those of their clients.
Background
Keenan Financial was founded in 2005 by John Keenan, a highly experienced financial advisor with over 25 years of industry experience. Since its establishment, the firm has continued to grow and expand, earning a reputation as a trusted and reliable source of financial guidance and advice.
Financial Advisor Disclosures to Know
When working with Keenan Financial, clients can rest assured that transparency and honesty are top priorities. To maintain complete transparency, their advisors abide by the following disclosures:
- Fiduciary duty: Keenan Financial has a fiduciary duty to act in the best interest of their clients at all times.
- Detailed fee breakdown: All fees and compensation are fully disclosed and explained to clients.
- No conflicts of interest: As a fee-only firm, Keenan Financial does not have any conflicts of interest when providing financial advice to clients.
- Certifications and credentials: The advisors at Keenan Financial have the required certifications and credentials to provide expert financial advice.
By adhering to these disclosures, Ke