Welcome!

KeeMoneyMatters, specializes in managing investments and portfolio planning.  In addition to our investment advisory services, we can also direct you to full service accounting and tax services with our long term CPA affiliate.  (Please see tab "Accounting Services")

As personal financial professionals, we can:

    ♦ Help you clarify and define your goals
    ♦ Recommend solutions that fit your
        needs
    ♦ Deliver timely information
    ♦ Explain how changing financial
        conditions affect you
    ♦ Monitor your financial progress
    ♦ Make investment planning easier
 

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long term objectives.

On our website, you'll find valuable information for evaluating your current position and progress toward your financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing.

For help with your financial management, or for more information on KeeMoneyMatters, please contact us today.